20TOT-17A: Designing the Ideal Client Relationship

Member Spotlight | Speaker: Troy A. Collins

In this session, Collins explains the principles behind designing a business with a focus on strategic advice and client lifestyle planning. He shares how to be a true strategic advisor with an emphasis on goals-based advice, which goes beyond transactional advice. Collins guides you through the client engagement process and how to build a practice and life by design, both for the business owner and the business’ ideal clients. In establishing control through key structures and discipline management of cash flow and debt, clients can achieve significant enhancement on the lifestyle choices they aspire to.