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In this episode, I break down when it actually makes sense to hire a coach and when you are better off starting with a strong peer group. I walk through how proximity to client relationships can cloud decision making and why outside perspective is often the unlock for making hard changes. We also roast a real client proposal and show how to price for access and service delivery instead of just scope. I wrap with a full mailbag covering tech migrations, proposal strategy, staffing, advisory work, and how to build confidence when starting a firm.
💰 Today's Sponsors
MakersHub: https://makershub.ai/
Cloud Accountant Staffing: https://portal.cloudaccountantstaffing.com/
Verito: https://verito.com/
Financial Cents: https://hubs.li/Q03mLr_x0
Use code Jason10 to receive 10% off the Team or Scale annual plan for firms with 2+ users
Missive: https://missiveapp.com/
Soraban: https://www.soraban.com/
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