This month’s resource pack gives you an opportunity to promote your advisory services in a different way and develops the ideas we provided last month “Emerging from Lockdown”.

We are not suggesting that you change the range of services you offer, what we are suggesting is that consider changing the way you offer your advisory services to clients. As the title of this copy suggests, could you change the conversation you have with clients, and by doing so, breakdown the resistance that many clients have to paying for this extra work

This month’s pack includes:

  • A client information update to promote value of advisory services.
  • A document that explains the scope of the resources provided and implementation suggestions.

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