In this session you’ll learn the 3 key steps for starting an advisory practice that will thrive.   Your presenter will provide you with his personal methodology for planning for 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.

Learning Objectives

•    Understand the key considerations when adding profitable advisory services to a new or existing practice.
•    Learn suggestions and techniques used for successfully making the change from someone who has done it.