There's a recurring theme in my recent client calls: the uncertainty many business owners face about the true health of their business. Discover why it's crucial to periodically step back and assess your business's performance objectively. You'll learn how to interpret common financial signals and maintain a balanced view of your business's health, even when self-doubt creeps in. Tune in to find out why concise, honest feedback can be a game-changer for your peace of mind and long-term success.

 

What you'll hear in this episode:

[0:50] Client Calls and Common Concerns

[1:40] Assessing Business Health

[3:15] Communicating with Clients

[4:35] Understanding Client Perspectives

[6:50] Understanding the Client’s Questions

 

If you like this episode, check out:

The Five Money Metrics You Need

Start with This Financial Metric (Financial Priority Formula Part 1)

How Healthy Is Your Business? (Appearance on Next Level Life Podcast)

 

Want to learn more so you can earn more? 

Visit keepwhatyouearn.com to dive deeper on our episodes 

Visit keepwhatyouearncfo.com to work with Shannon and her team 

Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ 

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.