At HaydenRock Solutions, we utilize two different types of diagnostics, The Client Information Questionnaire, and The BIZ Diagnostic™.
The BIZ Diagnostic™ allows advisors to achieve 2 thinks quickly and easily with their clients:
- Understand client needs – frustrations, goals, priorities, blockers. The advisor can also see different thoughts/opinions from multiple owners within the same business.
- Benchmark the client’s business and assess the strengths of the business foundations – is the business capable of future growth without making any changes?
Learn more about how you can use the BIZ Diagnostic™ to help your clients grow their business in this episode of LIFT.