Ryan Lazanis of Future Firm reveals how to build scalable advisory services, so you can delegate them to your team.
Many firms want to offer advisory services because they have high profit margins. The problem is:
The firm owner is usually the one who ends up doing all the work.
As a result – margins are good, but work-life balance is not.
In this playbook, you’ll discover how to build scalable advisory services you can delegate to your team. That way, you can get the best of both worlds:
Good margins and good work-life balance.
What's Inside:
The three keys to success with advisory services (most firms get one or two right, but very few have all three)
A fill-in-the-blanks email template to upsell existing clients on advisory services
The top reason most firms struggle to scale advisory services (fixing this is simpler than you might think)
A simple tactic for pricing advisory services as high as possible – without threatening the deal
And more tips, examples and techniques
Ryan Lazanis, CPA Future Firm
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