Beyond the Trusted Advisor™

Shed A Little Light

English - July 08, 2021 21:00 - 11 minutes - 8.31 MB
Management Business Marketing business development sales marketing branding relationship management customer experience customer service Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: The Value of Nurturing Clients and Prospects

Next Episode: Does the Client Experience (CX) Really Create Real Financial Value for a Business?

Episode 3:
In this episode, we interview Katie Tolin, Growth & Profitability Consultant for CPAs, Chief Growth Guide at CPA Growth Guides. Katie has been recognized as a Top 100 Most Influential People in Accounting. Together we explore how professionals can:

Enhance the client experience by embracing advisory thinking.Upskill practice performance by focusing on a few key areas.Lean-in on increasing client intelligence to offer greater insights. Conduct proactive planning sessions to create more engaged client meetings.

Learn more about Katie

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