Speaker: Sean Duncan
In this session you’ll learn the 6 key steps for starting an advisory practice that will thrive. Sean Duncan will provide you with his personal methodology for planning and implementing advisory services into a firm. He’ll provide conceptual, practical, and actual considerations that are essential to anyone considering a complete transition to advisory or as additional revenue to an existing practice.
- Learn how to identify what types of Advisory Services you should be offering to your clients.
- Define who you will be offering these services to and how to price these services
- Create an executable plan for rolling out your new (and highly profitable) Advisory Services.
