The Keys to Making Advisory Scalable — #FridayBeerstorming with Greg Tuckwell
Last Friday MC caught up with Greg Tuckwell to talk broadly about how to scale advisory services.
Watch the video below to learn from Greg’s insights over the past 30+ years.
The Keys to Making Advisory Scalable with Greg Tuckwell
Topics covered include proactive business advisory, why it’s best to ask questions and understand a prospect’s problems rather than ‘trying to sell’, ideas for quick wins, the importance of data integrity processing, and controlling, where to find great advisors, personalities to look for when hiring, rapid production of both reports and proposals and other nuggets of wisdom for firm’s shifting more heavily into advisory.