How to Lead with Advisory, Not Compliance
While most firms are preparing engagement letters, Brent is asking clients what success looks like this financial year.
Because when you start with advisory, not compliance, it sets you up to:
✓ Understand what clients actually want from the year ahead
✓ Create more valuable client conversations
✓ Identify advisory opportunities naturally
✓ Build a more predictable advisory pipeline
If advisory is on your agenda for FY26/27, this session is for you.
🗓️ Date: Wednesday June 24th
⏰ Time: 12:00pm-12:45pm (AEST)
💰 Cost: Free
Why this matters:
The start of a new financial year creates a natural opportunity to reconnect with clients.
For most firms, that means engagement letters, compliance requirements and discussions around the work that needs to be delivered over the next 12 months.
Is this wrong? Absolutely not.
Is there a different (dare we say better!) way? Absolutely.
This free webinar, hosted by LIB founder and strategic advisor Brent Szalay, explores how to start the financial year by understanding what's important to the client — before discussing the work.