{"id":121657,"date":"2024-01-18t11:57:03","date_gmt":"2024-01-18t16:57:03","guid":{"rendered":"\/\/www.g005e.com\/?p=121657"},"modified":"2024-08-29t23:54:03","modified_gmt":"2024-08-30t03:54:03","slug":"bissett-bullet-the-next-level-of-advisory","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/01\/18\/bissett-bullet-the-next-level-of-advisory\/","title":{"rendered":"bissett bullet: the next level of advisory"},"content":{"rendered":"

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today’s bissett bullet: \u201cif 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 \u2013 today!\u201d<\/strong><\/span><\/h3>\n

by martin bissett<\/em><\/p>\n

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.<\/span><\/h4>\n

remember to charge them appropriately for your advice, knowledge and skills.<\/p>\n

today\u2019s to-do:<\/strong><\/span><\/h3>\n

are you supporting all of your clients in this way? who among them presents an opportunity for fee growth? arrange a meeting with them.<\/em><\/span><\/h4>\n
see more bissett bullets here<\/a><\/h6>\n

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learn more<\/a><\/figcaption><\/figure>\n

grow your firm in daily bite-sized steps on a budget<\/span><\/h2>\n