If you aren’t yet implementing value adds, you’re missing an opportunity to help your clients achieve their goals. But it’s important to make sure that when you start offering value adds, or if you’re already doing so, that they provide actionable advice. Have you also considered value adds for your clients with small businesses, or how important it is to explain LLCs to help them structure their business best? Are you in favor of hiring family members, or do you feel that’s a disaster waiting to happen? Listen in as we recap this week’s highlights and action items.
The Complexity Curve with Guest Paul Saganey
Asking thought-provoking questions and the art of visualizing and addressing client challenges.