Advising Clients Through the Business Life Cycle
As we progress through life, we move through a series of stages, each of which is characterized not only by increasing levels of age and maturity, but also by a set of circumstances, desires, challenges, needs – and sometimes powerful emotions.
From Billable to Valuable: What Clients Really Want from Their Advisors
Early in your career, success is often defined by precision. We learn this in college and university. You learn the rules, follow the standards, and deliver what is asked. And for good reason—technical competence is essential.