48 min
Aynsley Damery: Rethink the 80:20 rule, because the 80% are likely stealing from you. CPA Trendlines Podcasts
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- Business News
"...Clients who have started their own businesses are looking for a combination of “money, time and freedom.” However, Damery said, we’re selling them dashboards, KPIs and cash flow forecasting without explaining why that’s important and what that’s going to do for them. "Clients are looking for an advisor who's going to listen to me, understand my hopes, my fears, my vision, what the challenges are, and be able to be there to support me,” Damery said..."
"...Clients who have started their own businesses are looking for a combination of “money, time and freedom.” However, Damery said, we’re selling them dashboards, KPIs and cash flow forecasting without explaining why that’s important and what that’s going to do for them. "Clients are looking for an advisor who's going to listen to me, understand my hopes, my fears, my vision, what the challenges are, and be able to be there to support me,” Damery said..."
48 min