WEBCAST

The advisory wake-up call: Are you actually ready?

Description

As advisory continues to gain momentum and popularity across the accounting profession to drive more meaningful client relationships, strategy and confidence are the two factors accountants need to make their mark.

Advisory often goes undefined and unplanned by most accounting professionals, with the impact they have on their clients going both unnoticed and underappreciated. The challenge we hear repeatedly isn’t skill – it’s readiness.

Accountants need to equip themselves with the right tools and knowledge because giving good advice is valuable, but it isn’t a structured, scalable advisory system. And that’s the real gap.

In this live stream, hosted by Accountants Daily in partnership with Leaders in Business, we will unpack the meaning and impact of strategic advisory, while breaking down the seven pillars of advisory readiness.

Attendees will be equipped with the core capabilities they need to ensure their firm can confidently deliver strategic, high-impact advisory in a way that’s consistent and scalable across their team members.

Drawing on personal and hands-on experience from strategic adviser Brent Szalay, the session will break down:

• The seven capability areas that underpin effective strategic advisory.
• How to identify a firm’s strengths, gaps and bottlenecks.
• Why some firms stall at “ad hoc advisory” while others scale it.
• How confidence, structure and team capability shape success.
• The small improvements that create big shifts in advisory delivery.

Accountants, advisers and firm owners will walk away with refreshed clarity on strengths, hidden gaps and the next steps forward to help build confidence, structure and momentum.

Whether your firm is exploring advisory, shaping it, or ready to scale, join us for this session to obtain a clear, grounded understanding of what “ready” looks like and how to move forward with purpose.