For many of us, 2020 was nothing short of scary, challenging, and sad – both personally and professionally. While the world around us has turned upside down, we’ve been left picking up the pieces, trying to find ways to keep our businesses afloat and our families safe.
As crazy and unpredictable as the past year has been, one thing remains constant as business owners: we must move forward, adapt, and grow.
While keeping our families safe is top of mind, our business’ present and future hinges on protecting our clients, keeping them happy, and making sure they get the support they need to get through these turbulent times.
In many ways, this is the role of a transformative advisor – which happened to be the theme of Scaling New Heights, an industry conference I recently attended virtually that’s put on by Joe Woodard of Woodard Events. Joe has helped countless firms become the most they can be for their clients, and this conference’s mantra was an extension of that – “Rise of the Advisor.”
In this article, I will share some takeaways from my experience, as well as how we, at SBS Accounting & Advisors, plan to be a transformative advisor for you and your business.