ADVISORY & CONSULTING

Transform Client Lives with a Holistic Approach

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woman and man talking in office

Lead with the human first and match your expertise to those things that matter.

By Rory Henry
The Holistic Guide to Wealth Management

The future of advice is not financial, it’s human! It is about helping clients live their best lives.

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Instead of emphasizing technical skills such as minimizing taxes, building a portfolio and executing a Roth conversion, our goal is to shift your thinking toward a human-first financial mindset. This approach helps you uncover a person’s entire life. By being attentive to the many aspects of well-being, we can have a transformative impact on our client relationships that goes beyond financials.
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Only Timely Advice Has Value

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Meditative businessman is pondering time management while surrounded by alarm clocks

Four key elements for implementation.

By Hitendra Patil

Good-fit clients who hire professional accountants usually expect more than just basic bookkeeping or tax preparation. They seek deeper, more strategic value.

What they truly value is advice that is specific, insightful and actionable, which helps them:

  • Make better business decisions
  • Reduce financial risks
  • Grow with confidence

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However, even the most brilliant advice can become irrelevant if it comes too late. More than the brilliance of the advice, the value of advice is often judged by its timing. In the world of advisory, insight delivered too late might as well not be delivered at all.
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Client Discovery Meeting? Try Rediscovery

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Credit: Adobe

 

Just watch out for your advice monster.

By Rory Henry
The Holistic Guide to Wealth Management

A client discovery meeting, or even better, a rediscovery meeting, can be an ideal opportunity for you to deepen your relationship with the client. Even better, when done correctly, the meeting can lead to self-discovery for the client.

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Historically, clients turn to financial professionals for help solving a financial problem or for alleviating financial concerns. They ask questions such as:

  • “What type of entity should I select and what are the tax implications?”
  • “How do I increase my gross margins?”

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A Simpler Path to Advisory Growth

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smiling businessman on phone

If you’ve been asking “Where do we even start?” here’s your answer.

By Eric Eager
10X Advisory

Ask most firm leaders if they want to grow their advisory services, and the answer is yes – without hesitation. In today’s environment, advisory is no longer optional – it’s seen as the future of the profession.

But ask how they plan to do it, and the answers start to get fuzzy.

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“We’re going to talk to clients more.” “We’ll see what comes out of our planning meetings.” “We’re still figuring that out …”

It’s not hesitation – it’s overwhelming. Most firms already feel stretched thin, and the thought of building a whole new line of service, pricing model and delivery process can feel like trying to build a plane while flying it.
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Clients Won’t Upgrade Unless They Understand

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two men talking across table

Are your higher-value advisory services clear to them?

By Hitendra Patil

You are more than a billable hour. Do you agree?

Upgrading your clients to higher-value advisory services can be an arduous task. It is challenging, but worthwhile!

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However, what do you do when your clients don’t understand why they should pay for your advice or, worse, why they need it? How can you convince them that it is worth paying for your advice?
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