Mastering the first 30 days of client advisory

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There is no period in your entire relationship with a client that is more important than the first 30 days. It is your best opportunity to create a lasting impression, set clear expectations, and lay the foundations of a streamlined experience for everyone involved. And this rings even more true for your advisory clients.

In this webinar, experts from LivePlan, Ignition, Intuit and Karbon are joining forces to outline what steps will ensure the first 30 days in your advisory process are streamlined, efficient and painless.

Register to learn:

  • How to progress through the key stages of kick-off, plan, model, build to advise within 30 days

  • An agenda and script for your first client kick off meeting

  • Steps to deliver a best-in-class client experience

  • What critical needs to address early on that will help you drive your client's business forward

  • Best practices for setting expectations and laying out the roadmap

  • How to integrate Ignition, LivePlan and Karbon to automate aspects of this process

If you cannot attend at this time, register to receive the recording.

Ian VacinCo-Founder & Chief Partnerships Officer, Karbon
Ian Vacin
Kathy GregoryDirector, Strategic Development and Engagement, LivePlan
Kathy Gregory
Ryan EmbreeHead of Partnerships (AMER), Ignition
Ryan Embree
Jim BuffingtonAdvisory Services Leader, Intuit Accountants
Jim Buffington