Ask Paul – A Look Into the Future Episode 62 - New Tools

December 22, 2020 | By Paul Latham
Financial Advisors Accountants

What tools does your firm need to thrive in the 21st-century?

If you are providing business advisory services, the more you can define the services you provide, the better.  Using a diagnostic tool to identify client needs and what's important to them can help make your proactivity feel more real.

Another essential tool is the Virtual Family Office. When you introduce experts to the client, you're able to implement potential solutions - making the process much more tangible.

Leading the client through this method is the key to success.

Find out more in the episode below.

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