Are you having "rear-view mirror" or "windshield" conversations with your clients?
Focusing on our clients' future instead of their past is a cornerstone of disrupting the accounting and financial services industries.
Where do your clients want to be in 5, 10, 20 years?
What do your clients need to accomplish in the next year to feel good about their progress?
What challenges are your clients facing today?
What do your clients see as future possibilities or opportunities?
How are your client's business finances affecting their personal finances?
Are your clients managing their own financial plan? Do they have a financial plan?
Your role as an advisor is evolving.
You're the most trusted advisor
Your clients are looking for a simpler way to manage their financial life. Are you best positioned to help them?
Disruption is happening now
Ongoing digitization and competition with the big banks is changing how accounting services are provided.
Value vs Time
Firms like yours are transitioning to a value-based approach, increasing revenue and elevating their client experience.
Discover why CPAs across Canada are joining the Integrated Advisory Community.
How to become an Integrated Advisory Partner Firm.
1. Introduction
Introduce the Integrated Advisory opportunity to you.
2. Exploration
Explore “why” your firm should consider an integrated service model.
3. Commitment
Commit and collaborate on “how” the Integrated Advisory model can work for your firm.
4. Launch
Execute our collaborative 90 day plan.
Incredible CPA firms and members of the Integrated Advisory Network.
What our members have to say.
"
As CPAs we'd prepare financial statements and tax returns but it was fascinating to me that when we would ask clients for their financial plan, most times they didn’t have one. With Integrated Advisory we can help pull it all together and work as a team.
Harvey Labuhn, CPA, CA, CVB, Managing Partner, Avail Chartered Professional Accountants
Schedule a Call
Fill out the form below and an Integrated Advisory team member will be in touch with you soon.