Advising Your Clients

Suitable for: Team members who are looking to enhance their ability to help clients achieve their business goals. It will be of benefit to those who work closely with clients on their broader business affairs and not just on compliance matters. Delegates will be expected to have a sound commercial awareness.

Key content:

• the role of the client advisor in the modern practice
• how to enhance diagnostic questioning skills
• adding value and understanding value drivers
• supporting clients with risk management and strategic planning
• adopting an integrated approach across our service streams.