The Power of Trends and Patterns

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.
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The Power of Trends and Patterns

Overview

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

Author

Jason Blumer

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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