Strategic Plans & Business Energisers
Category: Tax | Duration: 1hr | Tag: VODUK2115 | Type: Video | Speaker: John Thompson
Course Details
COVID-19 has changed the way the world works. Now we have an end-to-lockdown plan in sight, are we going to return to type, or are we going to stand up, engage, challenge and support our clients?
Never before has our client base not only been ready for advisory services, but they are actually desperate for them. In this on demand CPD course, discover how you can be trained and ready to advise your clients rapidly. John Thompson of CAS has delivered thousands of sessions both as a practicing accountant and as a mentor to and with accountants since creating CAS.
Learn how to deliver advisory, enjoy delivering advisory and make money whilst delivering advisory.
Topics covered include:
- Advisory – how do we define advisory?
- How and why Advisory and Compliance must feed off one another?
- How easy is it to get started with advisory?
- Why Top down is best?
- How to join the dots and have fun – and make money?
CPD Course Speaker
The Complete Advisory Solution
John Thompson
John Thompson is the Advisory Guy and heads up CAS – The Complete Advisory Solution.
He has been delivering Advisory Services to clients and teaching others how to successfully deploy Advisory Services in their practices for more than 20 years. An FCA, he was part of the Harris Walters team, led by Richard Walters, that developed an advisory led culture, before the term advisory was even being used, tripled in size in two years before selling the practice to what was then Baker Tilly, now RSM, for several million pounds.
John became a national partner with Baker Tilly and trained more than 100 partners and managers in how to deliver advisory services. He has also worked within a large leisure organisation and been FD of an SME in the construction sector.
Having been there and done it, in several roles, John has a good fix on what works and what doesn’t. That is why he is The Advisory Guy.
He has been delivering Advisory Services to clients and teaching others how to successfully deploy Advisory Services in their practices for more than 20 years. An FCA, he was part of the Harris Walters team, led by Richard Walters, that developed an advisory led culture, before the term advisory was even being used, tripled in size in two years before selling the practice to what was then Baker Tilly, now RSM, for several million pounds.
John became a national partner with Baker Tilly and trained more than 100 partners and managers in how to deliver advisory services. He has also worked within a large leisure organisation and been FD of an SME in the construction sector.
Having been there and done it, in several roles, John has a good fix on what works and what doesn’t. That is why he is The Advisory Guy.