Vice President, Research & Advisory
Wolters Kluwer
Lucas Botz
High-Impact Advisory Services That Drive Growth
According to the 2025 Future Ready Accountant Report, 93% of accounting firms now offer advisory services, signaling a shift from compliance focused work to becoming strategic partners. Advisory services can increase firm revenue, but how you deliver them matters the most. In this episode, Joel Morris, Vice President of Research & Advisory at Wolters Kluwer, explains why advisor first is more than a business model, it's a mindset. Learn how this approach redefines the advisor-client relationship, prioritizing long-term growth over short-term gains.