Practice Consulting

Practice Consulting for Tax, Legal and Financial Advisory Firms

Droid, bots and algorithms are getting better and better at doing the work that we as advisors have traditionally attached our value to. Our job more than ever is to connect with clients, understand the complex challenges that they face, and guide them through the process of tackling those challenges.

As technology helps with managing and selling financial products, doing compliance, filings and other administrative work, we have more opportunity to focus on complex problem solving with our clients. It’s a great opportunity.

If you are looking to add value to your traditional tax, legal or financial advisory practice, we offer:

• Holistic planning services for your family business clients
• Practice management consulting to help build your own processes
• Advisor training for your team.

Contact me directly for a quote or to discuss customized consulting services.