Business Advisor Academy’s Post

Well worth the watch for those running accounting firms.

Are you a solo practitioner or part of a team feeling like the entire client acquisition responsibility rests on your shoulders? If so, you might be missing out on a powerful strategy! Join me on Wednesday, July 31, at 1p.m. PT / 4p.m. ET for a game-changing webinar. Discover proven techniques to extend your circle of influence and significantly boost your client acquisition efforts. Learn how top advisory teams in our industry are building long-lasting, highly effective practices with these strategies. Don't miss this opportunity to elevate your practice. To register for the webinar, follow this link: https://lnkd.in/gyAG2fva #businessgrowth #wealthmanagement #webinar #roleaudit #financialadvisors #advisorypractice

Are you a solo practitioner or part of a team feeling like the entire client acquisition responsibility rests on your shoulders? If so, you might be missing out on a powerful strategy! Join Coach Sarano Kelley on Wednesday, July 31, at 1p.m. PT / 4p.m. ET for a game-changing webinar. Discover proven techniques to extend your circle of influence and significantly boost your client acquisition efforts. Learn how top advisory teams in our industry are building long-lasting, highly effective practices with these strategies. Don't miss this opportunity to elevate your practice. To register for the webinar, follow this link: https://lnkd.in/gVkqHxrn #businessgrowth #wealthmanagement #webinar #roleaudit #financialadvisors #advisorypractice

Check out the 4 core features of effective practice management tools that empower advisors to exceed evolving clientele needs. Full article here 👇 https://hubs.li/Q02L9tws0

Become a Wealth Magnet—Attract High-Net-Worth Clients to Your Practice. Join our exclusive webinar and discover the secret strategies that set top advisors apart. Take advantage of this transformational experience, which will catapult your practice to new heights. Key Learning Points: ✅ Discover why only half of clients rate their advisors as excellent and how you can break into the top tier. ✅ Learn the key to understanding what's essential to high-net-worth clients and their families. ✅ Uncover the comprehensive wealth management strategy to set you apart and attract high-net-worth clients. Presented by John Bowen, CEO and Founder of CEG Worldwide. We're on a mission to uncover the secrets of top advisors and share these strategies with you. Exclusive Bonus: We are providing an exclusive bonus as a special thank-you for joining our webinar. When you reserve your spot for the webinar, you'll receive a complimentary copy of our latest Play to Win report. This is packed with strategies to help you enhance your client relationships, broaden services, and move upmarket. Take advantage of this exclusive bonus. Register now https://lnkd.in/gc5kKdcj

📚 Elevate your consulting game with The Trusted Advisor! This must-read dives into building genuine client relationships and lasting trust. Perfect for taking your consulting skills to the next level! - #bookrecommendation #thetrustedadvisor #consultinglife #platinumsaberconsulting

Missed our webinar on multi-level access reviews? No worries, we've got the recording! The full recording is now available for you to watch at your convenience. During the session, our experts discussed: ✅ The complexities of conducting multi-level access reviews  ✅ Where traditional tools fall short  ✅ How Zluri simplifies multi-level reviews and gets your organization compliance-ready quickly Just click the link below and watch the session now: https://lnkd.in/gdy3QQpB #accessreviews #accessgovernance #compliance

There's a lot to consider when switching to a new practice management system. Our comprehensive guide dives into the criteria you should consider during the evaluation process. https://hubs.li/Q02sz2_P0

There's a lot to consider when switching to a new practice management system. Our comprehensive guide dives into the criteria you should consider during the evaluation process. https://hubs.li/Q02sz6S-0

Client Consultation Secrets: Our Approach to Options We share our insights on presenting choices to clients during consultations. Discover our unique approach when clients ask for our personal recommendations and how we navigate those discussions to ensure the best outcomes. #ClientConsultation #OptionsPresented #BusinessAdvice #ClientSuccess #ConsultingSecrets #ProfessionalInsights #BestPractices #ClientRelationships #GrowthStrategy #BusinessCommunication