{"id":96991,"date":"2022-04-26t18:00:08","date_gmt":"2022-04-26t22:00:08","guid":{"rendered":"\/\/www.g005e.com\/?p=96991"},"modified":"2022-12-22t00:40:27","modified_gmt":"2022-12-22t05:40:27","slug":"what-is-your-advisory-process","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/04\/26\/what-is-your-advisory-process\/","title":{"rendered":"if you can\u2019t explain it, no one will buy it"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-55848 size-medium\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/asianwomandesktop_adobestock_99079182-424x281.jpeg\" alt=\"woman working at desktop computer\" width=\"424\" height=\"281\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/asianwomandesktop_adobestock_99079182-424x281.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/asianwomandesktop_adobestock_99079182.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/asianwomandesktop_adobestock_99079182-600x397.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/asianwomandesktop_adobestock_99079182.jpeg 648w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><strong>what&#8217;s your advisory process?<br \/>\n<\/strong><\/p>\n<p><em>by gary bolinger<br \/>\n<a class=\"external\" href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/34\" target=\"_blank\" rel=\"noopener\">profit in disruption<\/a><br \/>\n<\/em><\/p>\n<p>every firm that is serious about advisory services needs <strong>one<\/strong> client-facing advisory process that you can articulate to the market, but that is also consistent with how you deliver advisory services and of course operate internally. there is no need to \u201ccustomize\u201d the advisory process based on the client.<\/p>\n<blockquote><p><b>more bolinger on advisory:\u00a0<\/b><a href=\"\/\/www.g005e.com\/2021\/07\/28\/you-cant-separate-the-business-from-the-client\/\">you can\u2019t separate the business from the client<\/a>\u00a0|<a href=\"\/\/www.g005e.com\/2021\/07\/16\/tell-managers-what-ownership-means\/\">tell managers what ownership means<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/07\/01\/truly-understanding-your-clients\/\">clients: what accountants don\u2019t understand<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/06\/09\/is-advisory-a-priority-for-your-firm\/\">why accountants fail at consulting<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/05\/19\/advisory-vs-low-value-clients\/\">advisory vs. low-value clients<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/04\/28\/what-who-leads-firms-to-better-service\/\">what + who leads firms to better service<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/03\/31\/make-disruption-work-for-you\/\">how accountants are profiting in disruption<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/03\/21\/ask-the-right-questions\/\">ask the right question(s)<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/03\/03\/seven-elements-of-engagement-for-cpas\/\">seven elements of engagement for cpas<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/02\/17\/a-rose-by-any-other-name\/\">true advisory work isn\u2019t just consulting<\/a><\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>exclusively for pro members.\u00a0<\/strong><a href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/04\/19\/three-types-of-advisory-services\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/p><\/blockquote>\n<ul>\n<li>\n<blockquote><p><strong>coming soon:<\/strong>\u00a0how accountants profit in disruption \u2013 a special report from 卡塔尔世界杯常规比赛时间 by gary bolinger.<a class=\"external\" href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/34\" target=\"_blank\" rel=\"noopener\">click here to be notified when it\u2019s ready.<\/a><\/p><\/blockquote>\n<\/li>\n<\/ul>\n<p>the value in advisory services is not just in fees from strategic reviews but from all of these services, and often the fees from consulting can be very significant. for this reason, your advisory services need to be structured and not ad hoc. it is important that you have an articulated, repeatable advisory process, which must be client-facing, not just a list of technical services.<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/04\/26\/what-is-your-advisory-process\/#more-96991\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2022%2f04%2f26%2fwhat-is-your-advisory-process%2f&amp;t=if+you+can%e2%80%99t+explain+it%2c+no+one+will+buy+it'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2022%2f04%2f26%2fwhat-is-your-advisory-process%2f&amp;title=if+you+can%e2%80%99t+explain+it%2c+no+one+will+buy+it&amp;summary=what%27s+your+advisory+process%3f%0d%0a%0d%0a%0d%0aby+gary+bolinger%0d%0aprofit+in+disruption%0d%0a%0d%0a%0d%0aevery+firm+that+is+serious+about+advisory+services+needs+one+client-facing+advisory+process+that+you+can+articulate+to+the+market%2c+but+that+is+also+consistent+with+how+you+deliver+advisory+services+and+of+course+operate+internally.+there+is+'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2022%2f04%2f26%2fwhat-is-your-advisory-process%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20if%20you%20can\u2019t%20explain%20it,%20no%20one%20will%20buy%20it&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2022\/04\/26\/what-is-your-advisory-process\/\" title=\"email this: if you can\u2019t explain it, no one will buy it \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-55848 size-medium\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/asianwomandesktop_adobestock_99079182-424x281.jpeg\" alt=\"woman working at desktop computer\" width=\"424\" height=\"281\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/asianwomandesktop_adobestock_99079182-424x281.jpeg 424w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/asianwomandesktop_adobestock_99079182.jpeg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/asianwomandesktop_adobestock_99079182-600x397.jpeg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/asianwomandesktop_adobestock_99079182.jpeg 648w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><strong>what&#8217;s your advisory process?<br \/>\n<\/strong><\/p>\n<p><em>by gary bolinger<br \/>\n<a class=\"external\" href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/34\" target=\"_blank\" rel=\"noopener\">profit in disruption<\/a><br \/>\n<\/em><\/p>\n<p>every firm that is serious about advisory services needs <strong>one<\/strong> client-facing advisory process that you can articulate to the market, but that is also consistent with how you deliver advisory services and of course operate internally. there is no need to \u201ccustomize\u201d the advisory process based on the client.<\/p>\n<blockquote>\n<p><b>more bolinger on advisory:\u00a0<\/b><a href=\"\/\/www.g005e.com\/2021\/07\/28\/you-cant-separate-the-business-from-the-client\/\">you can\u2019t separate the business from the client<\/a>\u00a0|<a href=\"\/\/www.g005e.com\/2021\/07\/16\/tell-managers-what-ownership-means\/\">tell managers what ownership means<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/07\/01\/truly-understanding-your-clients\/\">clients: what accountants don\u2019t understand<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/06\/09\/is-advisory-a-priority-for-your-firm\/\">why accountants fail at consulting<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/05\/19\/advisory-vs-low-value-clients\/\">advisory vs. low-value clients<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/04\/28\/what-who-leads-firms-to-better-service\/\">what + who leads firms to better service<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/03\/31\/make-disruption-work-for-you\/\">how accountants are profiting in disruption<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/03\/21\/ask-the-right-questions\/\">ask the right question(s)<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/03\/03\/seven-elements-of-engagement-for-cpas\/\">seven elements of engagement for cpas<\/a>\u00a0|\u00a0<a href=\"\/\/www.g005e.com\/2021\/02\/17\/a-rose-by-any-other-name\/\">true advisory work isn\u2019t just consulting<\/a><\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>exclusively for pro members.\u00a0<\/strong><a href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2022\/04\/19\/three-types-of-advisory-services\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/p>\n<\/blockquote>\n<ul>\n<li>\n<blockquote>\n<p><strong>coming soon:<\/strong>\u00a0how accountants profit in disruption \u2013 a special report from 卡塔尔世界杯常规比赛时间 by gary bolinger.<a class=\"external\" href=\"https:\/\/baystreetgroup96521.activehosted.com\/f\/34\" target=\"_blank\" rel=\"noopener\">click here to be notified when it\u2019s ready.<\/a><\/p>\n<\/blockquote>\n<\/li>\n<\/ul>\n<p>the value in advisory services is not just in fees from strategic reviews but from all of these services, and often the fees from consulting can be very significant. for this reason, your advisory services need to be structured and not ad hoc. it is important that you have an articulated, repeatable advisory process, which must be client-facing, not just a list of technical services.<br \/>\n <a href=\"\/\/www.g005e.com\/2022\/04\/26\/what-is-your-advisory-process\/#more-96991\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2022%2f04%2f26%2fwhat-is-your-advisory-process%2f&amp;t=if+you+can%e2%80%99t+explain+it%2c+no+one+will+buy+it'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li 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no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2022%2f04%2f26%2fwhat-is-your-advisory-process%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20if%20you%20can\u2019t%20explain%20it,%20no%20one%20will%20buy%20it&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2022\/04\/26\/what-is-your-advisory-process\/\" title=\"email this: if you can\u2019t explain it, no one will buy it \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":3864,"featured_media":81953,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,1363,3120,3002],"tags":[],"class_list":["post-96991","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-featured","category-pro-member-exclusive","category-special","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>if you can\u2019t explain it, no one will buy it - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2022\/04\/26\/what-is-your-advisory-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"if you can\u2019t explain it, no one will buy it - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2022\/04\/26\/what-is-your-advisory-process\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta 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