We’re bringing the tactics, templates and strategies that we’ve been using with our retainer clients to you because it’s the best way to help experts like you help their clients with more value-added services AND build your own business at the same time.

We’re turning how you think about what you do for your clients upside down – or at least a little sideways. It’s time for a more holistic profit-focused approach that doesn’t add a ton of work to your plate but does give your clients the insights into their results that they are craving.

We are going to do an overview of what profit is and how you should be thinking about it. My clients (and probably yours) operate product and service businesses (and sometimes both), so we’ll be covering how profit is the same and different between these – and why that matters.

When it comes to shifting to a profit-focused expert, it is easy to get caught up in the details – details on where to start tactically while still being more strategic and providing a holistic profit view to your clients. It’s a balance to be sure!

The whole point of a snapshot is that it has quick, digestible insights that can be reviewed in under 15 minutes. The results might generate questions that need more data but the snapshot itself needs to be short and sweet. let’s get into the menu of options for other items you will want to consider for the snapshot.

Every training we do – just like this podcast- is focused on action and implementation. Whether it is a big shift or a small tweak, becoming a profit-focused expert is going to change the trajectory of your business and that of your clients.