A brief conversational excerpt from a YouTube video where two speakers discuss forming advisory relationships with local business contacts. They talk about proving value, providing audits to inform clients, and ultimately becoming advisors by showing clients what they’ve been missing.
We were talking at 5:30 this morning about this. We're gonna go higher, go lower. I'm like, dude, like, just be fair. This is a good group. These are all guys at all different levels. If they get it, they're in. They'll figure it out. Kind of like I'm paraphrasing, but like, I wish this existed. He's got to know he's got great connections. Local for you guys. Like, great local guy. Just to be clear too, you're not there to be a bookkeeper, killer, tax killer. To like, if you guys have relationships, his job is to give you an audit to make you smarter. So you go back with some ammunition and then you realize they don't know, then you need to call them and go, actually hire them. Possibly. That's like the objective.
Of course, we would love to become your advisors. That's the end game for a lot of this. But we need to show you what you've been missing out on. For you to lose confidence in who you're using.
