Business advisory services in The Modern Firm®

Understand how to productize high-value advisory services to offer clients repeatable, “off-the-shelf” advisory products they both need and want by:

  • Examining your firm’s current business model.
  • Making the shift from a reactive model to a proactive model.
  • Building repeatable and predictable advisory solutions.
  • Adopting a fixed-fee model for “off-the-shelf” services.
  • Using a proven set of tools to effectively and efficiently deliver advisory services.

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