The advisory work is already in your client data
The changes that usually lead to advisory work are already visible in your clients’ numbers. Each month they are brought to the right partner, ranked, with the evidence attached.
The problem
A client takes on staff, buys a property, sees profits move sharply or approaches a tax threshold. Each is an opening for an advisory conversation.
The signal is in the accounts, but nobody has time to look across every client for it.
What the system does
- 01Watches for the changes in client data that usually precede advisory work.
- 02Ranks the opportunities by likely value and urgency.
- 03Gives each partner a monthly shortlist, with the evidence behind each name.
- 04Records outcomes, so the signals that convert are the ones it prioritises next.
The numbers it moves
- Advisory revenue
- Fees from work outside the recurring engagement, measured against the baseline agreed before the build.
- Fee per client
- Measured across the clients where advisory work was taken up.
What you can check
Every opportunity raised is tracked to its outcome, and only work that is billed counts towards reported value.
What it looks like
Illustrative. Built around your firm, your clients and the systems you already run.
Questions
- Does it contact clients directly?
- No. It gives partners a shortlist. The conversation stays with the person who owns the relationship.
- What signals does it use?
- Changes in your own client data: profit movements, payroll changes, asset purchases, thresholds approaching, and patterns in what clients ask about. Which signals matter is set during discovery.
- What if we are not ready to sell advisory work?
- Then this is not the first system to build. Discovery ranks the opportunities by what pays back soonest, and advisory growth is usually not top of that list.
Start with a conversation
The first conversation is free. We will talk through where your team’s time is going and tell you plainly whether we can help.
Last updated 14 October 2026