Getting started with your advisory services and maintaining service momentum is one of the great challenges in our profession. How do we offer ongoing advisory services through dynamic board of advice meetings systematically with clients?

How to create ongoing client engagements

These board of advice meetings need structure. This structure should start with an agenda of what is to be covered followed by a review of the action plan from the last meeting. From there we need to look at the client’s quarterly or monthly financial performance for the period to forecast and converse and develop accountability. 

After that let’s talk about any operational issue (IT, HR etc) that is concerning the client and then show them something new like the power of one, simple dashboards, industry specific KPI’s or benchmarks. To conclude the engagement, work through the action plan for the next meeting and confirm the date.

Is your firm ready to engage with new service offerings? Join us on February 21-22 for our Business Advisory Conference. Earlybird pricing has been extended until 18 January.

Mark Holton Smithink