80 CAS Ops: How To Shift From Compliance Into Advisory Services CAS Minute podcast

80 CAS Ops: How To Shift From Compliance Into Advisory Services

4M ago 10:23

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🚀 How to Shift from Compliance to Advisory Services | CAS Minute

📢 Want to shift from compliance-based services to high-value advisory work? Many firms struggle with this transition, but it’s possible to build a seven-figure advisory practice by making the right moves. In this episode, we break down:

✔️ Why compliance services are low-margin & commoditized

✔️ The mindset shift required to move into advisory

✔️ How to position advisory services to your existing clients

✔️ Step-by-step actions to start offering advisory today

⏱️ Chapters

00:00 - Introduction: Why I Built an Advisory-Only Firm

00:26 - Why Transition from Compliance to Advisory?

01:07 - The Key Mindset Shift: From Service Provider to Strategic Partner

02:19 - What is Advisory? A Simple Definition

03:37 - Shifting from Reports to Results: The Core of Advisory Work

04:37 - How to Introduce Advisory to Compliance-Only Clients

05:09 - Identifying Pain Points & Communicating Value

06:08 - Framing the Gap Between Current & Ideal Client Outcomes

06:49 - How to Package & Sell Advisory Services

07:17 - You Don’t Have to Overhaul Everything—Start Small

07:35 - Pilot Testing Advisory with 5-10 Clients

08:26 - Using Tech Tools to Streamline Advisory Work

09:12 - Final Thoughts: The Path to Becoming an Advisory-First Firm

✅ Key Takeaways:

✔️ Advisory is about driving results—helping clients make better financial decisions.

✔️ The shift starts with mindset & positioning, not just new service offerings.

✔️ Use existing client pain points to frame advisory as a natural next step.

✔️ Start with a pilot group of clients—test pricing, messaging, & delivery.

✔️ Leverage automation & tech tools to make advisory work more profitable.

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