---
title: 5 Steps to Scale and Delegate Advisory Services
description: Unlock the key steps to scaling your advisory services with Ryan Lazanis of Future Firm.
---

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####  WATCH & DOWNLOAD

5 Steps to Scale and Delegate Advisory Services

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:

1. The firm owner is usually the one who ends up doing all the work.
2. 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 

![Group 144959](https://go.fathomhq.com/hubfs/Group%20144959.png "Group 144959")

Ryan Lazanis, CPA  
Future Firm

![Frame 1655](https://go.fathomhq.com/hs-fs/hubfs/Frame%201655.png?width=900&name=Frame%201655.png "Frame 1655")

Get immediate access to this free playbook   

Save yourself months of trial-and-error and get immediate access to a step-by-step playbook that helps you: 

- Increase profit margins 
- Improve work-life balance 
- Boost client satisfaction 

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Start your 14-day free trial.   
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