Getting Started Effectively & With Direction

Kick start & scale your advisory services with purpose and clarity. This section provides you with resources to identify clients, engage and deploy your services.

Getting Started with Spotlight Reporting

An introduction to Spotlight Reporting

Kick Start with Spotlight Reporting

Enjoy a strong Return on your Investment when you embed the Spotlight toolkit quickly and effectively.

Finding your Purpose

Set a clear Vision & Purpose for your firm and bring your team along with you

Questions to Engage Advisory Conversations

Questions to ask your clients to make them WANT to engage with you.

Ideal Clients

How to define & identify your firms Ideal Client

Service Opportunity Matrix

Identify the services that your clients want and need

Resources for this category

Service Opportunity MatrixService Opportunity Matrix
Finding your Purpose - 10 Point ChecklistFinding your Purpose - 10 Point Checklist
Questions to Engage Advisory ConversationsQuestions to Engage Advisory Conversations
Ideal ClientsIdeal Clients
New Client Acceptance Form New Client Acceptance Form

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