What are some important skills of successful Advisors? We got together with a few Accountants who have built strong advisory relationships with Clients and identified five skills or approaches that seem to be working for them. For a summary and to see how these apply in your business, read on.
Panalitix hosted a discussion recently with some Accountants who have built strong advisory relationships with Clients.
For this activity, we were less interested in the kinds of advisory services, pricing, marketing, and sales. Instead, we focused on:
What are the important skills and attributes of successful business advisors?
Here are five skills we identified.
