BOMA + The Gap: Delivering Business Planning to your Clients – UK Edition

Every real business deserves a simple, actionable Business Plan. As a trusted business advisor, business planning should be at the core of your business advisory service offering. Join Chartered Accountant and Director of The Gap, Viv Brownrigg, as she takes you through the fundamentals of delivering business planning to your clients.

Learn how to deliver a 4-hour planning session and make planning an ongoing and scalable service:

  • Your role as facilitator
  • The importance of client pre-work and how to manage it
  • Step by step, how to deliver the 4-hour planning session
  • How to deliver a practical and simple one-page plan
  • Turning planning into a recurring revenue stream

 

 

https://youtu.be/usoUnQb91ME