Today’s Bissett Bullet: “If Advisory Stage One is client care then Advisory Stage Two is simply about providing the basics. By doing so, you help your clients to take control of their current situation and their future – today!”
By Martin Bissett
Advisory is about helping your client to provide for both worst-case and best-case scenarios with the knowledge, skills and experience that you have. Support them with budgeting, tax planning, financial forecasting, management reporting and so on.
Remember to charge them appropriately for your advice, knowledge and skills.
Today’s To-Do:
Are you supporting all of your clients in this way? Who among them presents an opportunity for fee growth? Arrange a meeting with them.
See more Bissett Bullets here
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