It's time to start transitioning into the financial advisory role clients want. There are hundreds of places you can start - but why not start where small businesses hurt the most? So, how can you help them? By adding loan preparation services to your practice. You can help your clients find the working capital they need, from beginning to end. Here's how to make it work: 1. Help identify their capital needs. Very few people know your clients' financials like you. But start looking further into their financial future, trying to identify if there are cash-tight moments approaching. Or try to keep a pulse on your clients' desired goals, and when they'll need extra cash to get there. They may not know that's what's standing in their way, nor can they see trouble coming as clearly as you. On top of this, let your client know you now offer loan preparation services. This will give them the green light to come talk to you if they think they may need financing.
展开▼
