||Navigating Change Seminar, Deal or No Deal – Coventry
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Preparing for the unknown means knowing your numbers and optimising your practice.

While you can’t control the outcome of one of the biggest political and economic challenges of our time, you can use this as an opportunity to get a firm grasp on your practice, its numbers and key performance indicators.

During uncertain times you need to make sure your business is running as profitably as possible. By optimising your compliance processes, you can create the time and space for new, higher value services to grow your client base and future-proof your practice.

Deal or no deal, our half-day seminars this October are a must attend for any practice looking for practical advice and hands-on demonstrations of the tools that can kick-start your journey from compliance to advisory.

Here’s a taste of what you can expect:

  • How to optimise your compliance tasks to give you back time
  • Assessing your clients’ requirements to identify where you can add more value
  • Defining what advisory services look like for your practice growth
  • An overview of a financial insight platform that can help you

Sessions will run from 9.00am – 12.00pm followed by an optional lunch