The Different Types of Advisors

Dear Accountant,

First, let’s define ‘advisor’ since it is a much used and abused term.

  1. The software vendors think it means presenting analytical graphs from client accounting systems in the hope of motivating them to pay for interpretation help.

  2. The accountancy specialists who advise on how to run a better practice think it means coaching them to identify opportunities to sell clients higher-priced compliance advice.

  3. Runagood® thinks it means learning ‘whole business consultancy’ skills to show clients where they are missing sales, profit and capital growth opportunities. Then selling them business and financial solutions as their permanent ‘Trusted Advisor / NED’.

In the next post I will define the types of advisors and the sort that you need to be.

With kind regards from

Duncan


This is one of a major series that reveals all the processes to use. But if you wish to jump ahead to see what’s coming, ask us here or to see what’s already been posted click here.

Duncan Collins founded Runagood® to make practical solutions affordable for owner managers via accountancy practices, profitably, by pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way during 60 years of running, helping, buying, selling businesses large and small. Ask him anything, anytime for free at duncan@runagood.com

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