Advisory: The Client Framework
Category: Practice Management | Duration: 2hr | Tag: ONPMMC204 | Type: Video | Speaker: John Thompson | Date: 01/12/2020 11:45
Course Details
Compliance - Rules and Regulations
These provide a framework
Firms can create systems and processes or SOP’s – standard operating processes
This ensures quality control and leverage
Client delivery is via these SOP’s
CPD Course Speaker
CAS
John Thompson
He has been delivering Advisory Services to clients and teaching others how to successfully deploy Advisory Services in their practices for more than 20 years.
An FCA, he was part of the Harris Walters team, led by Richard Walters, that developed an advisory led culture, before the term advisory was even being used, tripled in size in two years before selling the practice to what was then Baker Tilly, now RSM, for several million pounds.
John became a national partner with Baker Tilly and trained more than 100 partners and managers in how to deliver advisory services. He has also worked within a large leisure organisation and been FD of an SME in the construction sector.
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An FCA, he was part of the Harris Walters team, led by Richard Walters, that developed an advisory led culture, before the term advisory was even being used, tripled in size in two years before selling the practice to what was then Baker Tilly, now RSM, for several million pounds.
John became a national partner with Baker Tilly and trained more than 100 partners and managers in how to deliver advisory services. He has also worked within a large leisure organisation and been FD of an SME in the construction sector.