EPISODE · Dec 21, 2022 · 48 MIN
Aynsley Damery: Rethink the 80:20 rule, because the 80% are likely stealing from you.
from CPA Trendlines Podcasts · host CPA Trendlines
"...Clients who have started their own businesses are looking for a combination of “money, time and freedom.” However, Damery said, we’re selling them dashboards, KPIs and cash flow forecasting without explaining why that’s important and what that’s going to do for them. "Clients are looking for an advisor who's going to listen to me, understand my hopes, my fears, my vision, what the challenges are, and be able to be there to support me,” Damery said..."
What this episode covers
"...Clients who have started their own businesses are looking for a combination of “money, time and freedom.” However, Damery said, we’re selling them dashboards, KPIs and cash flow forecasting without explaining why that’s important and what that’s going to do for them. "Clients are looking for an advisor who's going to listen to me, understand my hopes, my fears, my vision, what the challenges are, and be able to be there to support me,” Damery said..."
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Aynsley Damery: Rethink the 80:20 rule, because the 80% are likely stealing from you.
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