I’m not ready for True Advisory® - how can I fix the foundations first?

My white paper The Advisory Myth explains why you talk about advisory but don’t do it. And why the only way into it is arduous (but AI will change that). 

When accountants, call me to discuss the feasibility of transitioning we always end up discussing the foundational work that will make the practice more solid ‘come the day’, and especially, perform better right now.  

So, in this new blog series I will share with you projects where I am working with practice owners and invite you to discuss with me how something similar could work for you in the short term.  

As ever in project management, the key is to pick the right start point. So, in my forthcoming weekly blogs I will outline your options in the sequence of *MOSPFVERGLED an unpronounceable acronym that sums up the True Advisory® approach to business and personal development.  

*Marketing-Operations-Systems-People-Finance-Valuation-Exit-Recovery-Growth-Lifestyle-Effectiveness-Diversification. 

And as ever, I will take your call here anytime to discuss anything that might be on your mind.