Best Practices for Client Discovery
Imagine Your perfect discovery process... What might it include? What must it produce? Best practice is to begin with defining strategic intent. Not...
1 min read
George Sandmann, Founder
:
Feb 29, 2024 4:48:32 PM
In this video George Sandmann, founder and CEO of Growth Drive, discusses the powerful CEO Insights tool helping advisors expand their reach and impact with business-owning clients and CEOs.
Your top three takeaways from this video are:
CEOs care about three things (based on >50,000 client interviews): 62% want to grow, 21% want a business that's easier to run, and 17% are preparing to sell. What if you could show them how their plans compare to the industry, and how improving HOW they do what they do can dramatically improve their future?
Well, imagine a conversation with your client during which you show them how their future performance compares to their industry and the incredible impact that working with you can have on growing profits and transferable value.
Roll tape:
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Imagine Your perfect discovery process... What might it include? What must it produce? Best practice is to begin with defining strategic intent. Not...
In this short video, Growth-Drive Founder & CEO George Sandmann discusses why you should be helping clients increase Strategic Capacity™ immediately...
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