Advising Clients Through the Business Life Cycle

Published October 23, 2018

As we progress through life, we move through a series of stages, each of which is characterized not only by increasing levels of age and maturity, but also by a set of circumstances, desires, challenges, needs – and sometimes powerful emotions. By taking the time to understand the personal aspirations or challenges of friends and family, we connect on a deeper level that allows us to offer relevant advice or comfort. The same can be achieved with business relationships when we approach them with the proper perspective.

Click on this link below to find out how perspectives and needs change with each stage.

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