EPISODE · Oct 30, 2024 · 13 MIN
Finding Your Ideal Advisory Clients
from The Accountants Club Podcast · host Paul Redmond
Finding Your Ideal Advisory ClientsUnderstanding which clients are truly ready to benefit from advisory services is a common challenge. Not all clients are ideal candidates; some focus solely on compliance, while others may be on the brink of growth and ready to see the value in expert guidance.Paul shares practical steps to identify clients with the ambition to grow, how to segment your client base, and ways to approach advisory conversations effectively. Discover how to pinpoint the clients who’ll benefit most and make your first conversations impactful and results-driven. Contact Paul here:LinkedIn https://www.linkedin.com/in/paul-redmond-rda/Email [email protected] Find The Accountants Club Podcast here:YouTube: https://www.youtube.com/@AccountantsClubPodcastApple: https://podcasts.apple.com/us/podcast/the-accountants-club-podcast/id1771653637Spotify: https://open.spotify.com/show/7wWkXrN3WzZNsvftJODsZ7 Web: https://redcircle.com/shows/the-accountants-club
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Finding Your Ideal Advisory Clients
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