Course Summary

Duration2 hours

PresenterJohn Thompson

Course Overview

John Thompson is the leading authority on Business Advisory. John worked with Harris Walters back in the past, but when that business was bought, John left and created his advisory business: Complete Advisory Solution.

In this online CPD course, John will be discussing client centric advisory:

      • Can you explain to yourself what advisory is?
      • What do Business owners really want?
      • How to scale and structure advisory?
      • What is the Primary, secondary and tertiary advisory model?


          CDP Course Facilitator:

          John Thompson – The Complete Advisory Solution.

          John Thompson is the Advisory Guy and heads up CAS – The Complete Advisory Solution.  He has been delivering Advisory Services to clients and teaching others how to successfully deploy Advisory Services in their practices for more than 20 years.

          An FCA, he was part of the Harris Walters team, led by Richard Walters, that developed an advisory led culture, before the term advisory was even being used, tripled in size in two years before selling the practice to what was then Baker Tilly, now RSM, for several million pounds.
          John became a national partner with Baker Tilly and trained more than 100 partners and managers in how to deliver advisory services. He has also worked within a large leisure organisation and been FD of an SME in the construction sector.

          Having been there and done it, in several roles, John has a good fix on what works and what doesn’t. That is why he is The Advisory Guy.