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Finding trends in data is a highly valued skill for an advisor. Read why and how you can harness this skill to build your offering.
In this guide you'll learn
Why it's more important to go narrow instead of going wide
The link between becoming an expert and the impact your 'Yes' has
Why benchmark data is more important than client data alone
Why approximations and imprecisions are undervalued in advisory
Preview what's inside
Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, monthly growth groups, and live events. Jason has also been the CEO and Visionary of his own firm for the past 20 years – BlumerCPAs.com
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