

Differentiate Your Firm by Offering Advisory Services
Jul 4, 2024
Adam Lean, an expert in business advisory services, shares insights on setting fees, communicating value, and building trust with clients. Topics include ideal client sizes, understanding client resistance, defining CFO services, aligning with client goals, and transitioning to a business advisor.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Transition to Offering Advisory Services in Accounting
02:54 • 6min
Optimal Business Sizes for Advisory Services
09:10 • 6min
Understanding Client Resistance and Defining Small Business CFO Services
14:43 • 7min
Importance of Understanding Client's Vision and Goals in Advisory Services
22:08 • 11min
Building Trust Through Quick Wins and Proper Pricing Strategies for Business Owners
32:50 • 3min
Transitioning to Being a Business Advisor
35:51 • 17min