This is a more strategic message than we may typically give, and a great example of librarians positioning themselves to become
business advisors rather than «just» service providers.
Not exact matches
We highly recommend consulting with experienced
business advisors when embarking on your exciting journey into China, to ensure that you are well positioned to focus on your
business growth
rather than your anxiety about whether you have your chops in order.
My normal schedule mixed one - on - one interactions with sitting in on panels and keynote presentations; the changing emphasis of the conference,
rather away from hearing from mutual fund managers and strategists, and toward the
business concerns of the
advisors, led me to focus exclusively on talking with interesting folks.
It is important to note that while no other licensure or designations are required in order to become an RIA, most
advisors will find it
rather difficult to bring in
business without additional qualifications, such as the CFP ® or CFA designation.
Aaron Street: Yeah, I guess
rather than an analogy to cars I think maybe a more useful way of thinking about this is more like an insurance sales person or even more a financial
advisor, wealth manager, where you are engaging them for the purpose of giving you advice and it turns out that their
business model, though it involves giving advice, also includes things like selling you product and this isn't to denigrate law firm IT consultants, or tech consultants in general, it's just to make sure that people are aware of how their
business model works and then to make sure that you're using them in a way that acknowledges that.
I work hard not to be the lawyer that gives lawyers a bad name but
rather to be the trusted
business advisor clients value.