Looking to make the most of your position as your clients' "most trusted advisor?" Focusing on advisory work -- while not losing sight of the importance of compliance work -- will be the path to profitability over the next decade, but to follow the path, firms need to move forward on a number of fronts.
This special report aims to offer guidance on a range of important elements, including:
- Analyzing client needs
- Identifying the right advisory services to offer
- Figuring out the right pricing and business model
- The role of technology
- Cultivating the right mindset
- And more!