Ask Paul – A Look Into the Future Episode 51 – Giving Proactive Advice Today
June 18, 2020 | By Paul Latham
Financial Advisors
Accountants
When making the pivot from a reactive Accountant to a forward-looking Advisor, you must first gain the courage to have proactive conversations with your clients.
So, where do you begin when you may not know very much about your client's particular business?
For instance, how can you help a house-builder when you may barely know how to use a hammer?
Hint: it has nothing to do with building a house!
The key is knowing how to grow ANY business - regardless of industry or niche.
Rest assured, you don't have to be an expert in everything.
Let Paul Latham show you HOW to use “conversation crutches” to start giving more proactive advice today.
https://youtu.be/ci4ggAUIJFQ
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