Video

Needs Review

Needs Review

Step 1 of the viba advisory process is to secure client engagement by implementing Bstar’s 3 step Needs Review process.

Bstar’s Needs Review process is unique; not only does Bstar provide you with assessments to identify your client’s current and future needs, but also materials and processes to secure 7 out of 10 client engagements for business advisory and financial services solutions. The Needs Review process features:

  1. Needs Assessments for current and future owners;
  2. Needs to Solution materials and processes to secure engagement and to introduce your trusted team of experts;
  3. Campaign articles and case studies to educate your clients on the importance of working with you in an advisory capacity.

The web video (2 mins) below highlights the unique features of Bstar’s Needs Review process.

Contact Bstar now to learn more about securing client engagement.