In the last episode of A Look Into The Future, Paul Latham covered the importance of properly positioning the CIQ (Client Information Questionnaire) Diagnostic to clients.  He discussed: 

  • The client understanding why the advisor wants to use the CIQ 
  • The advisor explaining the context behind the CIQ 
  • The advisor leading the proactive planning process

In this episode, Paul reveals more about the structure behind the diagnostic – the key points being: 

  • The CIQ is online – making it easy to complete together or independently 
  • The CIQ is a process – so it is scalable 
  • The CIQ is tangible – bringing elements of the advisor’s value proposition to life

Watch to discover how you can make proactivity a real, tangible process with your clients to become the Most Relevant Advisor. 

If you are an accountant or advisor and want to learn more about the HaydenRock System™ visit
Are you ready for the future?  Get your BIZ score today, click HERE:
Want to watch more of “A Look Into The FUTURE” check out our past shows on YouTube HERE: 
Subscribe To “The Entrepreneurial CPA Channel” on YouTube HERE: