LIVE WEBINAR

Simple and Scalable Advisory

May 21, 2024 | 11 AM AEST

Can firms streamline advisory services without losing the human touch?

How can firms scale expertise in a field built on connection, and not automation? 

Here’s the good news: advisory services can be streamlined with the right tools and strategies, combined with a strategic marketing and sales approach. 

Kickstart your advisory journey alongside experts Viv Brownrigg of The Gap and Mark Said of MKS Group. In this webinar, you’ll learn the game plan to elevate your clients’ success and unlock new revenue opportunities for your firm.  

Key Takeaways

Marketing Coordinators Deep Purple 1

Elevate service levels by adding value layers in client meetings.

Retirement Funds Accountants and Auditors Deep Purple 1

Key Takeaways

Marketing Coordinators Deep Purple 1

Learn how to generate a "Value Gap" report in just five minutes.

Retirement Funds Accountants and Auditors Deep Purple 1

Elevate service levels by adding value layers in client meetings.

Client Service Assistants Deep Purple 1

Gain proven methods in scaling advisory services for your team and clients.

Key Takeaways

Marketing Coordinators Deep Purple 1

Learn how to generate a "Value Gap" report in just five minutes.

Retirement Funds Accountants and Auditors Deep Purple 1

Elevate service levels by adding value layers in client meetings.

Client Service Assistants Deep Purple 1

Gain proven methods in scaling advisory services for your team and clients.

Key Take-aways

Marketing Coordinators Deep Purple 1

Learn how to generate a "Value Gap" report in just five minutes.

Retirement Funds Accountants and Auditors Deep Purple 1

Elevate service levels by adding value layers in client meetings.

Client Service Assistants Deep Purple 1

Gain proven methods in scaling advisory services for your team and clients.

Viv Brownrigg

Viv Brownrigg, FCA | Co-Founder and Director of Marketing, The Gap

A passionate leader and advisor with 35+ years in the accounting industry, Viv Brownrigg, FCPA co-founded The Gap to empower accountants to become trusted business partners. Viv also spearheads the company’s marketing team and is known for her strategic thinking, engaging presentations, and thought leadership in succession planning and business growth.  

mark said

Mark Said, FCA | Founding Director and CEO, MKS Group Accountants

Whether it’s through coaching, mentoring, or strategic planning, Mark Said is passionate about helping clients reach their full potential. Mark established MKS Group Accountants where he has helped businesses achieve outstanding results, increase profitability, and reclaim their precious time for 8 strong years.  

Mareta Akari

Mareta Akari | Country Manager (ANZ), TOA Global

Mareta Akari champions client-centricity as TOA Global’s Country Manager for ANZ regions. With a proven track record as Vice President of Customer, Mareta leverages her impeccable people skills and inspiring leadership to build lasting partnerships and foster thriving cultures. Prior to joining TOA Global in 2022, her global experience included leading large-scale transformation programs across diverse industries. 

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Build a Scalable Advisory Services Model for Your Firm