Advisory Advantage: Turning New Year clarity into strategic action
TaxThis month on Advisory Advantage, Brent and Imogen sit down to chat about the ‘clarity window’ and the crucial timing in turning dreams and goals into reality and strategic action.
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- Brent and Imogen’s holiday recaps.
- The clarity window.
- Turning client’s goals into strategy and action.
- How to help yourself, colleagues and clients with intentions.
- The calendar problem and how to tackle it.
Leaders in Business: Don’t guess where you sit on the advisory spectrum, test it. Take the Client Advisory Readiness Quiz. It’ll show you where you’re already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers.
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