Finding Who to Advise Is the Problem.
06 · Advisory
Partners rarely lack the expertise to deliver planning work. They lack the time to read four hundred returns looking for who needs it, and a reason to call before next January.
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All modules
The Problem
The Season Ends and the Revenue Stops.
Compliance work has a deadline that forces it to happen. Advisory has none, so it becomes the thing a firm intends to do more of next year. The opportunities are already sitting in the returns you just filed, but nobody has the hours in April to go and find them.
A 400-client book
4x
advisory revenue reported by firms running the full cycle
36
opportunities surfaced across a book of this size
How It Works
Discover. Engage. Deliver.
Stage 1 of 3
The Whole Book, Scanned at Once.
Every filed return is checked against a strategy library your firm controls. Opportunities come back ranked by estimated value, with the reason each one triggered stated in plain terms.
Stage 2 of 3
Outreach That You Approve First.
For the opportunities worth pursuing, SignalsHQ drafts the client message and the questionnaire needed to confirm the facts. Nothing leaves the firm until a partner has read it.
Stage 3 of 3
A Deliverable and a Briefing to Run It.
The report is drafted with the client’s own numbers, the recommendation and the authority behind it. A prep-for-call briefing goes with it, so an associate can run the conversation instead of waiting on a partner.
Back to the full workflow →
Capabilities
What Advisory Gives a Partner.
Whole-book scanning
Every filed return checked against the strategy library, not a sample and not only the largest clients.
Your firm’s own library
Thresholds, strategies and precedent are yours to edit. Partner judgment is encoded rather than assumed.
Ranked by value
Opportunities come back ordered by estimated benefit, so limited partner hours go to the largest first.
Drafted outreach
Client messages and confirming questionnaires are written for you, and require approval before sending.
Client-ready deliverable
A report built on the client’s real figures, with the recommendation and its supporting authority attached.
Prep-for-call briefing
Likely objections and their answers, so an associate can lead the conversation confidently.
What Preparers Ask First
Will it send anything on its own?
No. Every message and every deliverable requires explicit partner approval. Advisory drafts and ranks; it never contacts a client unprompted.
Are the savings estimates reliable?
They are estimates for prioritisation, built from the client’s filed figures, and they are labelled as such. The deliverable shows the working so a partner can check it.
Advisory is in beta. What does that mean?
Discover, Engage and Deliver all work today and firms are using them. The strategy library is still expanding, and we are actively taking direction from beta firms on what to add.
In the chain
05 Filing → 06 Advisory
In: a filed book of returns. Out: a ranked list of planning conversations to have between October and December.
See what is sitting in the returns you just filed.
We will run Discover against a sample of your filed returns and show you what comes back.
Book a Demo →
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