Stage 2 - 3: Determine the positioning and importance of Business and Wealth Advisory Services to the future of your practice.

There are significant growth opportunities in the Business and Wealth Advisory (BWAS) space. The question here is; how significant do you want it to be or do you see it being?

In this webinar workshop, we will discuss:

• What are the level of fees you want to be generating from BWAS?
• What percentage of total fees will this represent?
• What is your longer-term vision for BWAS in your practice?
• Why is the development of BWAS important to your firm?
• What will it do for your firm, its clients and your team?
• What are the benefits?

Based on the above, what are the capability and capacity of your firm to make the transition to providing Business & Wealth Advisory Services?

This is the 2nd Online Workshops that will assist your practice in the design and development of your Business Advisory Service. This second workshop focuses on determining the positioning and importance of Business and Wealth Advisory Services to the future of your practice..

As part of this Online Workshop program, all attendees are expected to complete required work on your business at the conclusion of the workshop. During this program, both Colin and Warwick are available to discuss any matters as you progress through each stage.

As this is a workshop, each attendee is expected to contribute, as appropriate, during the workshop program.

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