Finding Your Ideal Advisory Clients
Understanding 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 predmond@rda.ie
Find The Accountants Club Podcast here:
YouTube:
https://www.youtube.com/@AccountantsClubPodcast
Apple:
https://podcasts.apple.com/us/podcast/the-accountants-club-podcast/id1771653637
Spotify:
https://open.spotify.com/show/7wWkXrN3WzZNsvftJODsZ7
Web:
