The Three Types of Advisory Services Clients Need Today

How to use the whole-of-client approach.

By Gary Bolinger
Profit in Disruption

Planning for positive change and why people do what they do (or don’t) is fundamental to advisory services.

MORE BOLINGER on ADVISORY: You Can’t Separate the Business from the Client | Tell Managers What Ownership Means | Clients: What Accountants Don’t Understand | Why Accountants Fail at Consulting | Advisory vs. Low-Value Clients | What + Who Leads Firms to Better Service | How Accountants Are Profiting in Disruption | Ask the Right Question(s) | Seven Elements of Engagement for CPAs | True Advisory Work Isn’t Just Consulting

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Your clients have both personal and business goals. Over time you should assist the client in achieving both business and personal goals.