two colleagues discussing something on a screen

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. But at a certain point, the game changes. The leaders who grow into trusted…
man giving a business presentation in an office

Facilitation vs. Presentation: A Hallmark of the Skilled Advisor

Think about a time when you’ve gone through a complex decision process to make a major purchase such as a house or car. Did an agent work with you through the process, asking questions, understanding your unique needs, and making recommendations accordingly? Or were you presented loads of options (relevant…

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