The Value Pricing Podcast
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.
53:26
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Quick takeaways
- Understanding business advisory is vital for transitioning from traditional accounting roles.
- Offering productized CFO services with a flat fee of $1,500 to $5,000 per month maximizes scalability.
Deep dives
Transitioning to Business Advisor
Transitioning from being an accountant to a business advisor involves understanding the essence of advisory services and determining if it aligns with your career aspirations. The key steps include grasping the concept of advisory services, assessing your interest in aiding business growth, and gaining relevant education and experience through training programs focusing on practical application.
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