Ask Paul - A Look Into The Future Episode 73 - Getting Over the Hump

November 22, 2021 | By Paul Latham
Financial Advisors Accountants

So you know you want to make a change to become more forward looking, proactive, and advisory oriented, but you’re stuck because there’s so much reactive and backwards looking work that needs to get done… so what do you do to get over the hump?

Paul Latham takes us through three methods for making the change and shift from backwards looking to forward looking, based on several real life examples and case studies from his own experience in the industry. Remember, the journey of a thousand miles starts with taking one step.