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Business Advisory Specialist Workshop

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The day will explore step by step the opportunities for members to enhance their advisory service to business clients.

 

During the Morning session, we will cover some fundamental tools that can be used with clients. The afternoon will be dedicated to managing succession in Family Businesses and introducing tools that can be used to help with the conversation and the inevitable challenges.

 

Facilitated by Chairman of the Business Advisory PanelWill Abbott, Randall & Payne with sessions being led by Business Advisory Panel member, John Painter of CB Chartered Accountants.

Business Strategy

AGENDA

09.15 - Registration & Breakfast

09.50 - Welcome & setting the scene

10.00 - The Killer Coffee - how to surface client issues

11.00 - Refreshments

11.15 - Sweet Spot SWOT - diagnosing & developing your advisory offer

12.15 - Time Management - how to free up your time to deliver

13.15 - Lunch

14.15 - Family Business Succession, introducing tools that can be used to help with the conversation and the inevitable challenges

16.15 - Summary & Close

 


Summary: *
Location East India Club
Programme Upload Agenda and Registration
Start Date 12 Oct 2017
End Date 12 Oct 2017

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