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Tag: cash flow analysis

Building Better Relationships with your Clients as a Counselor versus a Transactional Advisor

A older white man sits looking out a window with a tablet in his hand, acting as a financial advisor and counselor

How can you reframe your client conversations from transactional focus to acting as a trusted advisor and partner to your clients? If you have been in this industry long enough, you will get that call from one of your clients informing you that they have money to invest.  Let’s look at an example: the client, […]

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  • Building Better Relationships with your Clients as a Counselor versus a Transactional Advisor

    How can you reframe your client conversations from transactional focus to acting as a trusted advisor and partner to your clients? If you have been in this industry long enough, you will get that call from one of your clients informing you that they […]

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