How are accounting and planning firms growing without making the already busy lives of the senior team even busier?

What are the successful mindsets and approaches being taken by good accounting and planning firms to collaborate, price and manage productive growth between two professional organisations?

What have been the fundamental errors that doom potential collaboration between good planning and accounting firms?

The sharp thinkers in both accounting and planning firms know their future prosperity and growth will be different to past practices. Whilst developing the perennial objectives of client satisfaction, client governance, reputational growth and awareness how are firms better leveraging their productivity, their technology, using out-sourcing, and developing their pricing models?

As the demarcation between good accounting and good planning firms becomes hazy, what is needed in 2015 and beyond to take and build great financial advice brands.

This webinar is designed for both ‘accounting’ firms and ‘planning’ firms.Those with existing alliances, those considering one or those simply wanting to take advantage of all the tremendous opportunities that 2015 will provide for great advisory firms.

Join Jim Stackpool at 1pm on Thursday October 30th by clicking here. If you can’t make that time, we will send you a copy of the webinar, our slides, all the templates and checklists and engagement models that are discussed.

2015 is going to be a great year for great advisers (accounting or planning)!