Episode 139: John Thompson, CEO of Wisdom in Practice Leonardo Da Vinci is quoted as saying “Simplicity is the ultimate sophistication”. So when Paul Shrimpling invited me to guest on his podcast it was a great opportunity to spend some time talking with a likeminded thought leader about the way forward for firms in the […]
Humanise The Numbers Read More »
Share a memorable “financial superhero” story. John: “Beware about positioning yourself as the hero! Make sure the client is the hero and you are the trusted guide. You want to be seen as their Wealth and Well Being Guide. You are the one that will guide them to where they want to be in terms
Tips to make sure that it’s all about the client Read More »
How do you introduce clients to advisory services? John: ” Put yourself in your clients’ shoes and everything is advisory. So, you don’t need to talk about advisory per se with clients – talk about the client and what’s important to them, their goals, ambitions and dreams, ask them how they are feeling, what
Tips to get started with a more structured advisory Read More »
Offering advisory: everything accountants need to know We had a chat about Advisory on twitter with Bev Flanagan, Accountancy Market Specialist from The Iris Software Group Grab a cuppa ☕ and give it a watch below! 📺
As an accountant, you may already know the impact that advisory services can have on your clients. That is why we’d like to invite you to participate in a 3-minute survey to find out what advisory means to you. We value the knowledge and expertise you have and know how valuable the insights will be
Share your view on advisory services and get a free report Read More »
A survey for accountants and bookkeepers We want to know what is going on in the Advisory World and we thought you might like to know too. Take part in this survey The 3 Minute Advisory Audit and receive a copy of your responses to share with your colleagues and also receive a copy of
THE 3 MINUTE ADVISORY AUDIT Read More »
