Controlling and Owning the Process of Advisory

Hear how building trust between your firm and clients is at the heart of any advisory process.

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Controlling and Owning the Process of Advisory

Overview

Hear how building trust between your firm and clients is at the heart of any advisory process.

In this guide you'll learn

Why the client doesn't really know what they need
Why advice that your give to clients isn't necessarily the same advice you'd give yourself
Why discovery is so important and why it should be done before delivering services
Why knowledge is power and why this is your most valuable product

Preview what's inside

Author

Jason founded Thriveal in 2010 as a way to help entrepreneurial CPA firm owners connect, learn, and grow. Thriveal has helped many small firms grow by providing a community, coaching services, webinars, firm consulting, monthly growth groups, and live events. Jason has also been the CEO and Visionary of his own firm for the past 20 years – BlumerCPAs.com

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