Becoming the Virtual Financial Officer for Your Clients

4 October 2023

Webinar: 12:00 PM - 1:00 PM BST

It may seem daunting offering additional services to your clients and sometimes hard to make it profitable. During this session we will be discussing what software you should consider to ensure you can give your clients what they need and how to price it in a scalable way.

Key Topics

  • Define the role of a VFO.
  • What technology should be considered and how to identify it?
  • How to get buy in from the team

Who Should Attend
Managing partner, partners, practice manager, finance partner and aspirational fee earners.

For more information visit the members only intranet here.

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