Start with the business issue
Most advisory conversations begin before the problem is fully defined.
You may be evaluating a significant investment, questioning why performance is falling short, reconsidering a strategic choice, or looking for an experienced outside perspective before making an important decision.
A brief initial conversation can help clarify the situation and determine whether Bill’s perspective would be useful.
Send Bill a note
Share as much or as little context as is useful. The initial conversation is simply an opportunity to understand the situation and determine whether further discussion makes sense.
Contact Bill directly
Email
billbeckham@wjbadvisorygroup.com
LinkedIn
Connect with Bill Beckham on LinkedIn
What to expect
Bill responds personally.
The first conversation is typically a focused discussion of the decision, business issue, or opportunity. There is no standard sales presentation and no assumption that every conversation should lead to an engagement.
Prefer to schedule directly?
Prefer to schedule directly?