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Buidling Future-Ready Advisory Firms

Buidling Future-Ready Advisory Firms

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Andrew Geddes – FMRC co-founder, long-time Chair of Greencross Ltd, and renowned industry mentor – joins Peter Towers to cut through the noise on where the profession really stands three years after Chris Jordan’s Xerocon warning. We unpack why many firms remain “compliance factories,” and lay out a practical four-step pathway to advisory:

✅ Set clear revenue, profit, and weekly activity targets

✅ Lift margins with pricing, client mix (A/B/C/D), and sales focus

✅ Strengthen cash and controls (stock/WIP, billing, debtor management)

✅ De-risk and build value (leadership, succession, scalability)

Real firm examples, candid insights on outsourcing/offshoring, and how to create fewer, deeper, higher-yield client relationships. If you’re serious about moving to external CFO/Board of Advice work, this is your blueprint.

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