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How technology is transforming professional advisory services
As compliance services become increasingly automated, the ability to deliver well-rounded business advice to clients will become a key skill for accountants. Paul Richmond, Managing Director of the Grogroup, and Matt Flanagan, Managing Director of Bluehub, provide insights on how to become a great adviser in the digital era.
A great financial adviser needs to be perceived as a key strategist who supports and helps the business achieve its goals and avoid risk. In his webinar, The skills of the rounded business adviser, part of ICAEW's 2018 virtual conference on digital disruption, Paul Richmond, explained that there are several differences between a great financial adviser and a traditional technical specialist.“Great advisers continually work on and practice their behavioural skills, are humble and driven by curiosity," he said. "Most importantly, they see themselves as business people first and accountants second.”