How to Attract Business Owners
Includes Q&A - with Duncan
Thursday, May 19th at 12 pm ET
Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
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Turbulent times are an opportunity to refine and optimize your overall approach to practice management and the client experience.
2021-07-12 • 20 second read

When things are in flux, changes and improvements are a natural and appreciated response; it shows a client that the professional is working on the business and has an eye on the future. Not all of these adjustments have to be dramatic, wholesale changes. Sometimes they're minor tweaks, just twisting the knobs a little bit to find the perfect combination.

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