If you are tired of having the same old conversation with your clients and prospects, perhaps it is time to change your thinking and to change what you bring to the table. As a ProAdvisor, you have the key data needed in order to go from ProAdvisor to Trusted Advisor in a few short steps. We've partnered with Fiscal Advantage to bring you two resources to help you change the conversation and make the transition.
The first resource is the attached paper on Business Value which covers the four calculations that drive business value: Historic Income Stream, Stockholder's Equity, Future Cash Flow and Discount Rate. If these terms are not terms you are familiar with, you should download the paper so that you can have a better understanding of these basic financial terms. If you are familiar with them, then you should download the paper to see how they work together to give you (or your clients) a picture of the value of your/their business. CLICK HERE TO DOWNLOAD THE PAPER
In addition to the paper above, we are hosting a web seminar on January 19 titled, "Are ProAdvisors Trusted Advisors?". This web seminar is designed for anyone currently offering advisory services and for those who are considering adding this service to their practice. You can learn more and register for this web seminar by CLICKING HERE.