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Do advice services all seem too hard? presentation

Published on 30 Jul 15 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • threats 
  • the opportunity
  • collaborative, integrated advice
  • practice advice essentials
  • formal, documented growth plan
  • engagement.

Author profile

Grant Bloxham
Grant is CEO and founder of Bstar, he is passionate about accountants taking the lead in advising SMEs. Grant works closely with Bstar’s team to provide accountants, financial planners and business advisers with up-to-date research on their respective professions and world class professional development courses on how to grow leveraged advice services. - Current at 09 September 2015
Click here to expand/collapse more articles by Grant BLOXHAM.

 

This was presented at Professional Services Day .

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