Ask Paul – A Look Into the Future Episode 26 - Struggles to Sell Proactivity

August 19, 2019 | By Paul Latham
Financial Advisors Accountants

Are you an accountant struggling to sell proactive services to your clients?

In this week's LIFT episode, Elite Resource Team Solutions founder, Paul Latham, teaches us that there are usually two reasons why accountants struggle to provide proactivity:

  1. The accountant's lack of confidence to sell business advisory services
  2. The client's typical perception of the accountant as backward-looking and reactive

Learn Elite Resource Team's easy 4 step process to increase your confidence and change your client's perception allowing you to start selling business advisory services today!

https://youtu.be/DPMqGUvkfIw

If you are an accountant or advisor and want to learn more about the Elite Resource Team System™ visit staging.elitert.com/findouthow.
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