Know Your Options
Gain specifics insights into your clients' options when facing financial pressures
What You Will Learn
Many small business owners are in the current 'business swamp' of lower revenue, higher costs, squeezed margins, snowballing debt and now the ATO putting the pressure on to pay up, post-COVID.
In this session we'll look at how you can help your clients:
When your clients need help in areas you may not feel confident advising on, knowing who you can refer clients to ensures you have visibility and minimises the risk of clients making silly decisions, like buying that RAM to save tax!
You'll leave this session with a clear structure for talking to clients about these areas and 4 opportunities for your firm's growth.
Gain specifics insights into your clients' options when facing financial pressures
Access to our team of financial professionals in the session to answer any of your questions and queries.
All attendees will get a video copy of the session as well as a direct link to our online business viability tool for personalised business recommendations.
