Saturday, April 20, 2024

Tag: Advice Process

Building the Post 2020 Advisory Practice is Going to Demand Reinventing the Business Model

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The business model for the advisory practice of the new era is in the making today – and the advice business that can’t reinvent...

12 Ways to Put Clients Offside

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Being aware of how to win and keep clients is important but having an awareness of your own behaviours that put clients off, or...