102. Trusted Advisor Workshop


Wednesday, November 8, 2017

No matter your level in the firm, you can become a strategic partner to your clients and translate day-to-day client challenges into consulting opportunities. This workshop provides a process and supporting tools to assist you in engaging in meaningful client dialogue, transforming client service and growing your practice. It will also provide practical guidance and real-life examples on how to implement this service model.

When you complete this course you will be able to:

  • Understand the changing professional landscape and the need for increased client service.
  • Knowledgeably and confidently articulate your ideas and present yourself to clients.
  • Engage in client need assessment discussions and get to the source of what keeps your clients awake at night.
  • Think beyond core accounting services and consider holistic, strategic and proactive advice and ideas.
  • Enhance your firm’s atmosphere and cohesion.