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The Complete Advisory Solution Toolkit
READ THIS FIRST
How to get the best from this Academy
Delivering Advisory Services
Introduction to CAS - What's it all about?
It's all about the WIN!
The CAS Roadmap
The CAS Process
The CAS Full Brochure
Starting with CAS
Installing CAS (10:20)
Branding CAS for your firm (13:32)
Gearing up for marketing
7 Reasons Why Clients And Prospects Will Love Your Advisory Approach
7 Winning Advisory Questions With Clients
10 Reasons Why You Are The Perfect Advisor to Clients
10 Things You Need To Know About Delivering Advisory
The Advisory SOP
Finding Time
Finding time for CAS
10 Magical ways to find time for the changes you need
Using the CAS Suite
Module A - Introduction to the Tutorials (3:28)
Module B - Using CAS Effectively (4:03)
Module C - Foundation and Discovery (7:40)
Module D - Becoming The Most Trusted Adviser (9:06)
Module E - Facilitating Wealth Strategy (9:46)
Module F - Securing the Relationship (7:22)
Module G - Providing the Building Blocks (5:56)
CAS Casts
How to move compliance clients to compliance and advisory
A look at the new Profit Improvement Potential tool
A look at what order and when to use the Foundation and Discovery Suites
How to best use Wealth Tracker, the ultimate feel good client experience
The Magic of SPT
The Essence of Advisory
Where to Focus with CAS
Optimizing on Advisory During Tax Season
Sales and Marketing
Marketing words guide
Buy-in and Group Dynamics
Effective Marketing Alliances
Gaining New Business
The Power of Referrals
Workshop Seminars
Growing your practice
10 Most Important KPI's for Accountancy Firms
The Advisory SOP
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