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 »
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 »
Manchester 7th March | London 9th March | Belfast 14th March | Glasgow 22nd March The IRIS team continue to Glasgow tomorrow for the last of the Accountancy Roadshows! You can catch me speaking Advisory with Bev Flanagan. Grab your ticket now! Also if you have a few spare minutes, don’t forget to enter the THE 3 MINUTE
IRIS ACCOUNTANCY ROADSHOWS 2023 Read More »
Manchester 7th March | London 9th March | Belfast 14th March | Glasgow 22nd March The amazing IRIS team continue the Accountancy Roadshows in Belfast tomorrow! You can catch me speaking Advisory with Bev Flanagan. There’s a few tickets left so be quick! Grab your ticket now! Also if you have a few spare minutes, don’t forget to
IRIS ACCOUNTANCY ROADSHOWS 2023 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 »
Manchester 7th March | London 9th March | Belfast 14th March | Glasgow 22nd March So if you missed today’s sold out event in Manchester, don’t worry – you’ve got another chance to experience the magic tomorrow in London! I’ll be speaking at the IRIS Accountancy Roadshow 2023 in London and talking about all things Advisory with Bev
IRIS ACCOUNTANCY ROADSHOWS 2023 Read More »
Your standard operating process for how you develop and manage your relationships with your best clients is to help them create their plan and meet with them monthly or quarterly, or as a last resort annually, to review and manage progress and keep them on track. This creates a recurring income stream for you.
SCALING ADVISORY – SIMPLE BUT POWERFUL HACKS (Part Three) Read More »
What do you do when you have a meeting with a potential new client that differentiates you from your competitors and that you can leverage across your practice?
SCALING ADVISORY – SIMPLE BUT POWERFUL HACKS (Part Two) Read More »
It aint rocket science. If you are finding it difficult to scale advisory in your practice then start with the following. First of all you are not going to succeed by making advisory niche and separate – scale ACROSS your whole practice so that it is something everyone sees, experiences and understands. Most everyone pretty
SCALING ADVISORY – SIMPLE BUT POWERFUL HACKS (Part One) Read More »
