Ask Paul – A Look Into the Future Episode 3 – Understanding Clients' Needs
October 11, 2018 | By Paul Latham
Financial Advisors
Accountants
Learn from Paul Latham's past experience why using a diagnostic process to understand client needs can help you become their Most Relevant Advisor.
https://youtu.be/RTqug1R2MiY
If you are an accountant or advisor and want to learn more about the Elite Resource Team System™ visit staging.elitert.com/findouthow.
Are you ready for the future? Get your BIZ score today, click HERE: http://bit.ly/getmybizscore
Want to watch more of “A Look Into The FUTURE” check out our past shows on YouTube HERE: http://bit.ly/LIFTshow
Subscribe To “The Entrepreneurial CPA Channel” on YouTube HERE: http://bit.ly/CPAshow