Becoming an advisory led firm: What you will need to restructure

6 avenues to explore to help you decide what advisory services to offer your clients

Becoming an Advisory-Led firm: What does this actually mean?

I’ve judged the Practice Excellence Small Firm award every year for the last three years. This year, for the first time, the entries were dominated by firms taking their first (and sometimes subsequent) step into becoming an advisory led practice. Adding advisory services into your mix is not only good future proofing for your firm, but also a way to introduce higher yield services and help clients become ‘stickier’.

5 reasons why the shift to becoming an advisory led firm has accelerated