Mastering the first 30 days of client advisory

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Kathy Gregory
Director, Strategic Development and Engagement, LivePlan

Ryan Embree
Head of Partnerships (AMER), Ignition

Jim Buffington
Advisory Services Leader, Intuit Accountants

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

You'll 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

Download the presentation slides.

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Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.

Kathy Gregory
Director, Strategic Development and Engagement, LivePlan

Kathy has spent 25 years in business development, including financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. Kathy developed the specialized program for Strategic Advisors at LivePlan.

Ryan Embree
Head of Partnerships (AMER), Ignition

Ryan has spent the last four years working with Ignition, helping accounting firms embrace new technology and modernize their practices for success. He's worked for Ignition in Australia, UK, US, and recently relocated to Toronto to help open a new office.

Jim Buffington
Advisory Services Leader, Intuit Accountants

Jim’s passion is helping Tax & Accounting Professionals lead with planning and advisory services to help power prosperity for businesses & families. He is a CPA and was in public practice before joining Intuit. He now leads Intuit Tax Customer Council, supports E-file Security initiatives, and leads Advisory Services for Intuit Accountants, where he learns best practices from leading firms to share with the profession.