Advisory services readiness questionnaire

Advisor David Blair

Take the Test

The business environment for professional advisors is changing

• Traditional compliance work is evaporating or being automated
• Clients are demanding insight and advice as well as immediate responsiveness
• Changes in technology are fundamentally changing engagement and delivery processes
• There is downward pressure on fee income and upward pressure from costs
• Junior staff are seeking role enrichment and a more flexible working environment

 
These challenges can be addressed through the development of a consultancy, or business advisory, practice with a clear value added proposition. Many professional firms are doing this already, but are approaching it in an unstructured way. They are frequently reluctant to offer an advisory service as a chargeable product as it lies without their natural comfort zone and they lack the skills to attract advisory clients and deliver assignments profitably.
 
If properly managed an advisory offering can generate a regular stream of profitable recurrent revenue, provide differentiation from the competition and leverage staff time whilst providing an incentive to attract and retain junior employees seeking to grow their skills base.
 
We recommend that you complete our free, no obligation, online questionnaire to provide an assessment of your firms readiness to develop a successful advisory service.

---

What is the Consultancy Services Readiness Questionnaire?
​The online questionnaire is a tool that enables you to review the core elements of a successful advisory practice and benchmark your own firm against them.
 
It addresses over 40 strategic features across key areas including

• High Level Goals
• Regulatory Environment
• Winning and Managing Clients
• Pricing and Recovery
• Support, Software and Systems

​Why complete the Online Questionnaires?
​There are three core benefits from completing the questionnaire
​

• You will receive an immediate score which provides a benchmarked. independent assessment of your firms’ current positioning to develop an advisory practice.
• Those areas which you need to address will be highlighted
  
• You will receive a detailed report to create a solid foundation for an action plan to develop your strategy.

​If you are interested in finding out more about the services offered by DBA group to help develop your business, please feel free to contact us for a no obligation discussion.

​With some 30 years experience advising dozens of start ups and high growth businesses which have yielded us a string of national and international awards, we have a wealth of experience in delivering successful advisory work . We can help you realise your ambitions in this area.

Take the test

Contact us