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: 

  1. Understand client needs - frustrations, goals, priorities, blockers. The advisor can also see different thoughts/opinions from multiple owners within the same business.
  2. 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.

If you are an accountant or advisor and want to learn more about the Elite Resource Team System™ visit
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