"I like to look at it from another angle, is the client or firm a good fit for the tech"
Shaye Thyer from @mindbridge_ai helps businesses and firms utilise the power of technology by evaluating their current position.
See how Shaye does it here π
https://t.co/uVZDkv8VZo
"They want to be able to go to someone they trust because businesses are run by people too".
Nattika Munro from @BDOAustralia details how businesses need a strong connection with their advisors during times of hardship.
Watch more from Nattika π https://t.co/Qk1Q1kW20f
"We get our clients thinking about their accounts, open up Fathom and offer to deliver advisory services".
Matthew Williams from @CypherHQ describes how software like Fathom can help pivot clients towards advisory discussions.
Learn more here π https://t.co/ANUOr73XNr
"We really try and prioritise clients based on individual circumstances and how each one is affected".
Learn how Darren van Zyl from Enterprise Elements develops strategies for each client to help them succeed.
Watch more here π
https://t.co/OlEf2Pa4BO
"We are 100% about finding the right design fit for a client".
Rebecca Laut, Director of The Business Organiser understands that clients need to utilise tech tools to ensure their pain points are alleviated.
Watch more here π
https://t.co/jDnyfcHfOD
"It will literally cover everything, however there is a core focus on the P&L and the why".
Sean Hackemann from Specialist Accounting Solutions explain how they've achieved useful video presentation formats for clients.
Learn more here π https://t.co/y8F6ARMbEg
"We take it a step further by looking for proactive referrals".
Graham Carson, Owner of @IncaAccountants details some methods of marketing to gather new leads from existing clients and other sources.
Watch how Graham utilises his marketing skills here π
https://t.co/DIqu2eeXoz
From all the Fathom team, we want to thank you for your support, feedback and incredible passion for our product. We look forward to working with you to build even better businesses in 2021.
Happy Holidays! ππ₯
With 34 new contributors, 6 free advisory guides and over 200 videos, Advisable will have even more exciting new additions to come in 2021. πΉ
Take a look at the conversations that have taken place in 2020 here π https://t.co/mAlZcYC8Vq
An incredible amount of reports were generated this year helping advisors, accountants and businesses understand their financial position and gain deeper insights. π
Here is our 2020 year in review π https://t.co/Eel0Of86ok
As we all reflect on an unforgettable year, we'd like to take a moment to thank you for your continued support of Fathom. π
Check out our 2020 year in review π https://t.co/5kKwv9OeTN
"The biggest challenge facing accounts? A lack of time" says Sharon Francisco. β²οΈ
In this video Sharon explains various options on how to save time by deciding what type of advisory services to offer.
Watch the video here π
https://t.co/M3QXs8ZPXY
The Advisable Guide to Service is our final guide in the six Advisable pillars of advisory. You'll learn why offering the right services is crucial for advisory, and how service packages can be tailored for yourself and clients.
Grab your copy here π https://t.co/M7Zb1JnRI6
Evaluating tech tools for franchise groups can be confusing and daunting.
@beclaut, Director of The Business Organiser provides some scenarios as to where you can use tech tools to improve business performance.
Learn more from Rebecca here π
https://t.co/IzumYvRRag
Providing insights into business efficiency and financial performance, Rebecca Laut, Director at @beclaut will be joining Advisable showcasing some insights about franchise groups π.
To learn more, check out Rebecca's videos here - πhttps://t.co/pxvAUwdxl7
Marketing is used to target clients with services that they need. With The Advisable Guide to Marketing, you'll learn how some of our Advisable contributors have successfully utilised marketing with their advisory services.
Grab your copy here π - https://t.co/HDk8KVUGCs
Need some pointers on how to train yourself, team and your clients? Look no further than the Advisable Guide to Education. Learn from contributors on how they've tackled education and stayed up to date with their advisory skills.
Download a copy here π https://t.co/4flxud21SH
Want to stay up to date on all the leading advisory service solutions from our contributors?
If you haven't already, be sure to subscribe to the Advisable Newsletter so that you can receive notifications on content, contributors and advisory updates π
https://t.co/bSpVVZuJX4
The Advisable Guide to Process is the right manual for you! π
From client onboarding, implementing workflows and how best to communicate with clients, this guide is packed with advice and tips from our contributor's pioneering firms.
Download it here πhttps://t.co/GZZ1vztSAk