Controlling and Owning the Process of Advisory

Overview

Hear how building trust between your firm and clients is at the heart of any advisory process.

In this guide you'll learn

• 
  Why the client doesn't really know what they need
• 
  Why advice that your give to clients isn't necessarily the same advice you'd give yourself
• 
  Why discovery is so important and why it should be done before delivering services
• 
  Why knowledge is power and why this is your most valuable product