bissett bullet: the next level of advisory

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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grow your firm in daily bite-sized steps on a budget

  • do you want to grow your firm into the practice you want?
  • are you suffering from overwhelm and don’t know where to start?
  • do you need proven and practical advice but time and resource is in short supply?
  • do you need a daily dose of insight that’s easy to implement to help grow your firm in bite-sized chunks that fits into your budget?

introducing never mind the bullets

introducing “never mind the bullets,” an easy digital digest of the book of the same name written by martin bissett, bringing you 366 days of motivation and insight for growing your firm the proven way.

what’s included in “never mind the bullets” digital?

with a “to do” for each day of the year, the topics covered by martin’s daily teachings are: