2020 Business Advisory Services BAM: Advising Clients on Long Term Financial Strategy
2020 have written the Business Advisory Manual (B.A.M) which contains the guidance, training and tools to position your firm as a business adviser and the resources to make this happen.
The Finance section of the B.A.M introduces where your clients can go to get finance and how to advise on a long term financial strategy. We provide you with a web based ”self serve” solution, how to help clients create a financial strategy and the tools to perform ”What If” analysis on their figures.
B.A.M is supported by the Business Adviser Hub, a dedicated resources centre containing the training, marketing resources, engagement letters, checklists, guidance notes and calculators to help you become more confident in promoting and delivery advisory services
These resources are exclusive to 2020 members and are designed to keep you ahead of the competition.
see more at: https://www.the2020group.com/advisory/