Advisory services have become a critical differentiator for firms to stay relevant and competitive. Adopting an advisory-first model is reshaping client experiences, enhancing the value of client relationships, and driving growth. Richard will share Aprio’s journey – the operational shifts needed, lessons learned, and transformative impacts, plus actionable insights to leveraging technology, cybersecurity, and PE expertise to meet modern client demands and position firms for long-term success.

What you’ll learn:

• Roadmap for Transition: Learn about the practical steps for evolving from a traditional accounting focus to an advisory-first model that increases client value and supports long-term growth.
• Client-Centric Services: How to create and communicate a client-centered advisory approach that highlights technology, cybersecurity, and other emerging areas to meet modern client demands.
• Advisory as a Talent Magnet: Insight into how an advisory focus can support firm recruiting and retention efforts by attracting top talent looking for innovation and growth opportunities.

Do you call yourself an Advisor, but instead you find you are stuck in the compliance work? Alternatively, maybe you are uncomfortable learning the advisory skills needed and instead choose to do the accounting work because it is more familiar ? Being an Advisor is a mindset. It is the relationship that the client desires so they can translate what the financial results of the business are telling them. During this session we will cover the 5 Traits to Activate the Advisory Mindset!

What you’ll learn:

• What is the difference between being an Accountant and being an Advisor
• The personal steps to take to change your mindset and create the boundaries between Accounting and Advisory
• What the Advisory communication techniques are in order to deliver the most value to your clients