the key that unlocks client advisory services

man looking at 5 keyswhich of the five types will you deploy?

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profit in disruption

a special report by gary bolinger.
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by gary bolinger
profit in disruption

an annual strategic review is key to a structured advisory services practice. the review provides an annual event where everyone’s attention is focused.

more: if you can’t explain it, no one will buy it | the three types of advisory services clients need today | you can’t separate the business from the client | tell managers what ownership means | clients: what accountants don’t understand | why accountants fail at consulting
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the review can follow the annual financial report or precede when budgets are being put together. the annual strategic review articulates and confirms your strategic role. and make no mistake, the annual strategic review delivers a process to secure recurring fees and upon which to hang your advisory hat. the client receives a copy of the plan and then the fun starts when you support them in the implementation of their plans, one project at a time and one action at a time. billable time.