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Biggest Challenges Faced By A Partner At Advue Consulting

Daniel's biggest challenge as a Partner at Advue Consulting is balancing client satisfaction with providing effective, data-driven advice; this involves navigating the delicate act of pushing clients, "to maybe charge their suppliers more," while respecting their autonomy and ultimately achieving their goals.

Client Management, Data-Driven Decision Making, Consulting, Business Strategy, Negotiation

Advizer Information

Name

Job Title

Company

Undergrad

Grad Programs

Majors

Industries

Job Functions

Traits

Daniel Tax

Partner

Advue Consulting

University of Houston, 2016

N/A

Finance

Arts, Entertainment & Media, Consulting & Related Professional Services, Finance (Banking, Fintech, Investing)

Consulting

Honors Student, Immigrant

Video Highlights

1. Balancing client satisfaction with providing effective, sometimes challenging, advice.

2. Utilizing data-driven approaches to support recommendations and address client concerns.

3. Navigating the delicate balance between offering solutions and respecting client autonomy in decision-making.

Transcript

What is your biggest challenge in your current role?

The biggest challenge in my current role is ensuring the client is happy while also advising them effectively to achieve their goals. In the consulting world, clients often hire us because they need help, but they don't always know exactly how.

There are times we try to encourage clients to charge their suppliers more or increase prices on something. However, they may be hesitant, fearing they're asking for too much.

It's our job to provide a data-driven approach, showing them that their competitors charge more or that their suppliers have higher margins. We help them see that solution.

Ultimately, it's a balance of helping clients without pushing them too hard, as they are the client at the end of the day.

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