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Predicting and Maintaining the Scope of Advisory

When your advisory offering is up and running, this guide helps keep it on track.
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Overview

When your advisory offering is up and running, this guide helps keep it on track.

In this guide you'll learn

  • Why you should take risks to help clients navigate their future
  • How to prepare for chaos and how you can harness it
  • Why it pays to be brave
  • How to link strategy with future outcomes, and not the past

Preview what’s inside

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Author

Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, monthly growth groups, and live events. Jason has also been the CEO and Visionary of his own firm for the past 20 years – BlumerCPAs.com

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