Predicting an Unknown Future

Overview

Develop the right mindset to guide and advise clients on their future plans.

In this guide you'll learn

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  Why accurate scope prediction isn't the job one a single person
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  Why agreeing on a path forward will set you and your client up for success
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  That it's okay to adjust and redefine the scope of your advisory services
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  How to communicate the scope of work in a visual way to boost understanding