In this line of work, the term “trusted advisor” is thrown around a lot... but what does it actually mean? Furthermore, what should business owners look for to determine the overall quality and effectiveness of their existing advisory relationships? We’re going to get a little introspective on today’s show but, fortunately, we have some great guests to guide us on our journey.
Marc Rosen and Judy Bodenhamer are the founders of theClient Experience Institute, a Cleveland-based firm that helps professionals think differently about their relationships, and they’re here to talk about the advisors of the future and how business owners can better leverage their existing network of advisors to move their advisory relationships “beyond success to significance.”
Welcome to the Advisory of the Future.
No one is saying that accounting and finance professionals aren’t great at their jobs right now; they’re exceptional technicians and technical resources. However, the world is changing and we need to change with it.
If you are a business owner looking for advice or a professional yourself, you will be interested in these other topics discussed in this episode:
The competencies that create a distinction for the advisors of the future (and what you should be looking for as a business owner).
How to better leverage your existing network of advisors to gain greater insight into your business.
What relationship capital is and why it is increasingly important.
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