Leveraging Business Health Checks to Drive Advisory Revenue Growth with Lisa Wilson, Morrows‪.‬ The Authentic Advisor

Business Health Checks are a great foot-in-the-door business advisory offering for professional service firms wanting to add client value and bridge the gap between 'the numbers' and more intensive advisory services such as strategic planning workshops & implementation.  

 

But where do you start? Sharing her playbook, Lisa Wilson talks about how professional service firm Morrows design, price, deliver, promote and resource business health checks and why using Mindshop diagnostics, the Now-Where-How methodology and one page plans are integral to their success. Touching on how to generate internal referrals, Lisa also talks about capacity issues, reveals the power of 'BAMFAM' and shares ideas on how to use business health checks as a springboard into further advisory work. 

 

 

Time Codes 

00:00:51 Lisa's background and business advisory journey 

00:02:40 Morrow's business advisory service range 

00:03:41 Maturity of client base wanting business advisory services 

00:04:47 Who's delivering business advisory services at Morrows? 

00:05:38 Types of Business Health Checks 

00:06:15 Pricing Business Health Checks  

00:08:13 Weaving in financial insights 

00:09:27 Internal referrals & marketing 

00:12:22 Getting further advisory work 

00:15:38 Managing capacity 

00:16:33 Emerging demand for advisory services 

00:18:47 Final tips & thoughts