SummaryIn this conversation, the participants discuss the challenges and strategies involved in business advisory, particularly focusing on the Growth Drive system. They explore client engagement, the importance of referrals, and the need for businesses to reinvent themselves to overcome growth plateaus. The discussion also highlights the role of CPAs in the advisory process, the barriers to strategic thinking among business owners, and the significance of co-marketing efforts to fill service gaps. Overall, the conversation emphasizes the need for effective communication, strategic questioning, and collaboration to drive business success.KeywordsGrowth Drive, business advisory, client engagement, CPA relationships, business growth, referral strategies, leadership challenges, strategic thinking, co-marketing, staffing issuesChapters00:00Breaking Through Business Plateaus08:28Understanding Growth Curves in Business14:11The Importance of Delegation and Team Building19:05Simplifying Complex Concepts for Better Understanding22:39Generational Perspectives in Entrepreneurship24:01The 24 Questions: A Path to Deeper Insights27:37Building Relationships with COIs33:03Navigating the CPA Landscape39:52Advisory Services: Filling the Gaps45:49Staffing Challenges in CPA Firms52:45Introduction to the Growth Drive Summit52:51Building a Profitable Advisory Business

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