CrunchBoards TV > Learn this 7 part advisor framework to help you move from compliance to continuous advice
You can’t follow a script to be an advisor. However, if you know these 7 core components of a business, you’ll be able to pivot any conversation with an existing client into value for them and an increased fee for you. In this session you’ll learn tips from securing the meeting to how to manoeuvre the conversation into their business pain points and how you can help. Adam will share how he uses CrunchBoards to prove value to the business and turn this into increased fees.