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

31/01/2024 20 min

Listen "Leveraging Business Health Checks to Drive Advisory Revenue Growth with Lisa Wilson, Morrows."

Episode Synopsis

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 

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