How To Provide Clients With Great Strategic Advice

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Presented by Debbi Allison and Lori Parkins

This is an interactive network event. All business advisors welcome. Debbie and Lori will lead the session and demonstrate what they are doing in developing a strategic workshop and how they are implementing it with clients.

The role of a business advisor is to provide advice that is strategic. The best advisors in the field deliver advice that is strategic to the needs of their client.

But what does this mean? What makes advice strategic? and how can we do it in the best way? All this and more will be covered at our May webinar event.

Topics Covered:
1. What is strategic advice?
2. How can advisors develop a workshop for clients?
3. What are some best practice tips for delivering advice and feedback from clients.
4. How do we turn strategic advice onto an accountability assignment.

You will walk away with the confidence to provide great advice to your clients in a way that has been tried and tested by best practice advisors.

We will then split up into groups where advisors from all different fields can talk about their first-hand experiences. We will then re-convene into the larger group and discuss the top 7 tips from the session.

THIS WILL IMMEDIATELY BE FOLLOWED BY THE POWER NETWORKING SESSION

Meet other Business Advisors from the Institute. Build good relationships. Discuss opportunities and potential referral work. Immediately following this months presentation is our monthly networking session. Meet other business advisors from your area.

This is a live and interactive event, which will be a lot of fun. Anyone that has built a practice should bring at least one tip for the group.

MARK THIS IN YOUR CALENDAR

Sydney, Australia – Fri, 27 May 2022 at 8:30 am AEST

New York, USA – Thu, 26 May 2022 at 6:30 pm EDT

New Zealand – Fri, 27 May 2022 at 10:30 am NZDT

Additional Details

Link To Event Page - Register and it will be emailed to you

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Type - Institute Event

To register for this event please visit the following URL: https://rw767.infusionsoft.com/app/form/may22-strategic-advice-event →

 

Date And Time

May 27, 2022 08:30 AM to
May 27, 2022 09:30 AM
 

Location

Online Event

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