Business Advisor Podcast

3. What Is Your Role As A Business Advisor?

01.04.2024 - By Amanda C. WattsPlay

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Somewhere between a CFO, traditional accountant, business coach and mentor lies the mysterious role of Business Advisor. But what does it entail exactly, and how does one make the shift to this VITAL role. Key TakeawaysAdvisory Role Transition: Emphasis on the shift from being a technician to an advisor, focusing on guiding clients to achieve their desired outcomes.The Power of Knowledge: Highlighting the impact of a financial professional's knowledge in changing both life and business for cl...

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