Delivering client advisory services (CAS) centres on the “people” part of the people, processes, and technology approach to CAS services. Your service offerings, at least at first, will probably centre on your team’s skills and experience, and your current clients’ needs.
Thinking about implementing client advisory services may be exhilarating for some, but more likely it’s overwhelming if you are new to the idea. It’s easy to get bogged down in analysis paralysis when thinking about the types of services to offer. Fear not! We’re going to lay out a process that will help you take the first steps on your journey.