Playbook for Advisory Services - Starter
Playbook Details
Module One - Building Blocks of Advisory Services
Become familiar with advisory services and learn how to communicate your value to your clients.
Module Two - Preparing for the Client Meeting around Advisory Services
How to have meaningful conversation around business success.
Module Three - Discovery Meeting with Client
Determine their wants, needs, and desires for their business and legacy.
Learn how to price, market, and sell advisory services to new and existing clientele. The playbook includes turn-key resources, templates, and information needed for advisory services.
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