The Complete Advisory Solution (CAS) is a turn-key opportunity to enable CPA firms to develop the deep, comprehensive relationship clients want and the profitable revenue streams firms want.
If you really want to
• know your clients and their business
• understand their personal and business wants and needs
• have recurring, purposeful, value-added contact and conversations with them
• play a substantial, vital role in their personal and business success
then CAS is for you and your firm
Not just another product or generic training program that is soon forgotten, CAS is a comprehensive client care solution that is immediately implemented and uniquely becomes part of your firm. Building your firm from the inside-out by more fully engaging current clients is a win-win.
What is The Complete Advisory Solution (CAS)
Why CAS Works for Your Clients
Why CAS Works for Your Firm
How To Get Started With CAS
CAS Benefits
What is CAS?
• Four suites of naturally-grouped, client-engagement tools covering the most critical areas of business and personal success
• Planning
• Wealth
• Performance
• Engagement and Culture
• Nearly 30 revenue-generating, client-engagement sessions
• Sessions/tools can be used individually or combined to create an individualized Road Map for each client
• Positive client experiences – because of their forward-looking nature, each session will connect clients with their dreams and aspirations, while building clear, realistic, purposeful action steps to get there
• Integrated marketing, business development and client delivery solution
• Marketing → Discovery → Light Planning → Core Planning → Consulting → Compliance
Why CAS Works for Clients
• Most businesses and individuals don’t have the knowledge and skills to create the business and personal success they desire. When you work with them using CAS, clients get
• A trusted, respected professional to be their partner
• The resources – knowledge, skills and experience – to eliminate their frustrations and advance their interests
• Clarity of direction and a plan to get them there
• Focus for their day-to-day activities
• Time for reflection and to re-energize and re-focus
• Feeling of control
• Many clients have been burned by the empty promises of a ‘magic bullet’
• Intuitively, clients know success is a process – not a result of doing one thing, one time
• As clients’ business and personal lives become more complex, a holistic view and process is necessary to make sure all critical factors have been considered and are working together
• Business owners are very receptive to continuous, collaborative relationships
• They want an advisor who will listen to them and understand their dreams and concerns
• This includes both businesses who have achieved a level of success as well as those who are struggling
• The recurring contacts and face time are valuable and opens lines of communication
• No risk, low investment, evidence-based results
• Sessions and Growth Programs are created in collaboration with clients to match to client-defined goals
• No upfront investment or long-term commitment
• Sessions build on each other demonstrating evidence-based results – quantitative and qualitative
• Step-by-step approach removes uncertainty
• Fits the schedule of and unique nature of the busiest business owners
• The modularization of the engagement tools and average 1 1/2 to 2 hour sessions are optimal
• Sessions can be individualized for each client
• Clients value advisors who provide broad advisory capabilities and are proactive
• Clients need historical, compliance services, but they want an advisor who will guide them in creating their future
• Clients often know more about what they don’t want than what they do want. Moving from reactive problem solving to proactive future defining is emotional and exciting.
Why CAS Works for Your Firm
• Control of the client
• CAS helps CPAs achieve the status of The Most Trusted Advisor – the advisor who knows the client best is positioned to be able to proactively help them achieve personal and business success
• Reduces seasonality
• Growth programs create recurring revenues and advisory work year-round filling in calendar gaps
• Marketing and new business development are integrated and become more consistent and effective throughout the firm
• Provides leverage so time is used effectively
• Increased revenues
• Guiding clients through growth programs enables the firm to proactivley offer other firm services as wanted and needed by the client – compliance and consulting
• Easy to deliver
• CAS’s high-quality, structured process and tools take the pressure off CPAs to “know it all” making it easy and comfortable.
• Even those with limited experience and knowledge will confidently and effectively deliver valuable client sessions.
• No “hard sell” to clients and prospects
• Clients naturally “buy-in” to business and personal growth programs
• New business development is about helping the client in ways that are directed by them and meaningful to them - not from trying to sell one-off products/services
• One “yes”
• Clients “buy-in” to a long-term growth plan upfront that maps out what they want to achieve and how they’ll get there.
• No need to ‘re-sell’ each step of the way
• Helps CPAs “be the product”
• Utilizing CAS to engage with clients and prospects enables you to be viewed has interesting and interested – the product
• Increased firm collaboration and communication
• As CAS opens up opportunities to help clients using other firm services, collaboration and communication increase to meet clients needs and wants
• Comprehensive training and ongoing support
• Any one in the firm can be a user
• Training covers marketing, business development and delivery
• Builds critical skills – facilitation, coaching, listening, business acumen, marketing, collaboration
How to get Started with CAS
• Contact us for a confidential, exploratory meeting so we can mutually determine the potential of CAS’s benefits specifically for your firm. If we mutually determine to go forward with CAS, we’ll put together a road map and timeline to include:
• Determine whether full firm integration or partial roll-out is better to start
• Determine initial users – we can help
• Branding – CAS tools can be branded
• Load CAS on user’s computers
• Review firm’s capabilities and goals – short and long-term
• Schedule training for initial user group
• Determine marketing approaches for users
• Evaluate of current client base
• Evaluate of prospect marketing
• Continuous support of initial user group to build quick evidence of client and firm success