Beyond the Trusted Advisor™

08/07/2021 11 min Episodio 3
Beyond the Trusted Advisor™

Listen "Beyond the Trusted Advisor™"

Episode Synopsis

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 Tune in and Join the Movement!Check out our YouTube ChannelFollow us on LinkedInFacebookInstagramWebsiteSend us a textThanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.