From Compliance to Advisory: How AI Makes the Shift Scalable

93% of accounting firms offer advisory services to clients. But how do you make the transition from having a handful of senior professionals offer strategic planning to a select few clients to scaling advisory services across your entire firm? Technology and AI are important, but they are only part of the solution. Moving from compliance to scalable advisory requires a shift in mindset, organizational structure, and how firms view client relationships.

Joel Morris, Vice President and Segment Leader, Research & Advisory, Wolters Kluwer discusses why advisory has become a core part of the modern firm's value proposition, common roadblocks and how to overcome them, and how technology supports the transition from compliance to advisory at scale.