27 Sept 2021
On the 27 September 2021, our Head of Advisory Thomas Boyd and Advisory Partnership Manager Steve Whelan hosted a webinar in partnership with the IFA to discuss how accountants, business consultants and practitioners could build a digital future by adding funding to your advisory proposition.
As a recap, the webinar covered:
The Advisory Lifecycle
Advisory, or advisory accounting, refers to an accounting approach that provides accounting services alongside value-added services like strategy and consulting
Advisory, is one of the three levels of the accounting pyramid that most accountants offer
Why you should accelerate your transition towards becoming an advisory led firm
You can add value to your client’s decision making by translating their data into a tangible narrative
You can become the trusted advisor to a pool of thriving & growing businesses
Clients require advisory services at all stages of their lifecycle
Set out clear expectations early in your relationship with clients about the additional services you offer
Use digital tools to facilitate your conversations. Real time monitoring of cash flow allows you to flag when external funding may be required
Focus on true strategy planning that centres around implementation instead of just goal setting
Collaborate with key trusted partners. You do not need to be an expert on all things business finance.
Partner with Funding Options to build funding into your advisory proposition.
Referring a client to Connect
Apply online to become a partner
Create your Connect account designed especially for advisory partners
Refer a client using your personalised link
Manage and track your customer referrals through a dedicated dashboard
If you missed the webinar or want to watch it in full again, you can find it here.
Alternatively reach out to our Advisory team here if you have any questions relating to becoming an Advisory partner with us.
Head of Commercial
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