Ask Paul – A Look Into the Future Episode 45 – The Importance of BIZ Diagnostic™
March 13, 2020 | By Paul Latham
Financial Advisors
Accountants
At Elite Resource Team Solutions, we utilize two different types of diagnostics, The Client Information Questionnaire, and The BIZ Diagnostic™.
The BIZ Diagnostic™ allows advisors to achieve 2 thinks quickly and easily with their clients:
- Understand client needs - frustrations, goals, priorities, blockers. The advisor can also see different thoughts/opinions from multiple owners within the same business.
- Benchmark the client's business and assess the strengths of the business foundations - is the business capable of future growth without making any changes?
Learn more about how you can use the BIZ Diagnostic™ to help your clients grow their business in this episode of LIFT.
https://youtu.be/R5DTA7WzGlM
Want to watch more of “A Look Into The FUTURE” check out our past shows on YouTube HERE:
http://bit.ly/LIFTshow