RECORDING: Are You Adding Client Value With Advisory Services? How to Self-Assess Your Effectiveness

How do you go from a backward looking accountant to a forward looking business advisor who provides proactive, added value, business advisory services to your best clients and get paid properly for doing so. In this webinar we will present some of the best practices for becoming a business advisor to your clients, what they mean, and how a firm should rate itself with respect to the performance of each one.

Presenter, Paul Latham is a serial entrepreneur who qualified as a Chartered Accountant with Latham Crossley and Davis (which eventually became Lathams Chartered Accountants), becoming a Partner in 1986 and Head of Business Services in 1993.

Whilst at Lathams, Paul started to develop the business planning process which is today at the core of The HaydenRock System™. Those processes were developed with the aim of helping business owners to clarify their direction and maximize their business potential. When Lathams was sold to Tenon Group Plc in 2001, Paul became National Head of Business Planning at Tenon.

He left Tenon to become Finance Director at Debt Free Direct Group Plc where he was a Founding Director. DFD (Fairpoint Group Plc) rapidly grew to become the market leader in debt advice in the UK. Paul emigrated to the USA in 2011 and has developed several business interests, including being a Founding Member of HaydenRock Solutions.