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How Technology Advisors Can Create More Value
Manage episode 366755537 series 3476785
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How can you add value as a technology advisor?
It’s about more than simply picking a solution that fits the client’s business type and industry. Great tech advisors go beyond and establish trust and can then recommend the very best solutions to fit clients’ individual needs, expectations, concerns, business plans, and budgets.
To talk more about how advisors can do this effectively, we welcomed the President of Conectrix, Patrick Lawless, to the podcast. Conectrix works as a bridge between businesses and tech suppliers, guiding clients to find the best solutions for their businesses. Patrick explains how his team manages customer relations, adds value, and helps clients make informed decisions for their businesses.
Key Moments:
- How Conectrix maintains its competitive edge
- Why Patrick decided to stick with the tech distributor model
- The reason customer trust is key
- What excites Patrick about working in the tech advisor industry
- How Conectrix manages customer relations
- Why business transparency is a win-win for clients and Conectrix
- Why other experts aren’t the competition
- How Patrick fought for a big client
- Why security and UCaaS are big areas of service for advisors
- Patrick’s advice for his younger self
Key Links:
- Connect with Patrick of LinkedIn: https://www.linkedin.com/in/patrickmlawless
- Conectrix: https://conectrix.io/
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