Connect with Joe
1. Listen to this fascinating Humanise The Numbers podcast with Joe Sole of Sole Associates on the importance of high-value conversations with your clients.
2. In this podcast discussion with Joe Sole of Sole Associates, you'll learn why he and his team are using Loom videos to improve their client conversations.
3. How many of your client conversations are about your client being less involved in their business or about making preparations to exit or sell it?
1. In this review I'll be sharing the highlights of a fascinating discussion with Joe Sole of Sole Associates. Joe discusses making the shift from simply having compliance conversations with your clients to having both compliance AND advisory conversations. He shares insights on how you can work with your team to ensure all of these conversations are of a high value.
2. Listen to this podcast discussion with Joe Sole of Sole Associates and hear Joe talk about the way he and his team's client conversations have shifted. They are now using their clients' numbers to share information about which the client may not be aware, and then using this information to provide valuable insights to enable clients to take control of their own destinies.
3. Listen to this Humanise The Numbers Podcast with Joe Sole of Sole Associates, where Joe discusses the importance of clients understanding their business value and why these conversations can be tricky, as most clients have not looked at their numbers in this way before. Joe puts his clients into three camps in regards to how they understand their business value. Click the link below to learn more.
Here is a soundbite of the interview with Joe Sole