SummaryIn this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, the sharing of resources, and the evolution of training and certification in the advisory space. The dialogue covers insights from recent conferences, the cultural shifts within accounting firms, and strategies for building trust and expanding client relationships. Participants share their experiences and strategies for navigating the complexities of advisory practices, emphasizing collaboration and the need for a proactive approach to client engagement.KeywordsGrowth Drive, business advisory, client acquisition, community support, CPA firms, networking, training, certification, advisory business, collaborationChapters00:00Presentations and Community Engagement02:41Navigating Online Platforms04:02Workshops and Learning Opportunities05:39Certification and Methodology07:27Community Collaboration and Growth11:26Celebrating Achievements and Future Prospects17:50Conference Planning and Engagement Strategies21:10Insights from Recent CPA Conferences24:57Advisory Services in CPA Firms29:27Cultural Shifts in Accounting Firms33:16Building Trust and Collaboration with CPA Firms39:19Strategies for Effective Client Engagement55:23Introduction to the Growth Drive Summit55:24Building a Profitable Advisory Business

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