DESIGNED FOR
Audit and tax professionals who wish to create advisory relationships with their clients
BENEFITS
After attending this presentation, you will be able to:
- Define the advisory relationship from the client’s point of view
- Identify client needs
- Position technical expertise as a solution to a felt problem, not an exercise in regulatory compliance
HIGHLIGHTS
The major topics that will be covered in this class include:
- What clients want
- Identifying client pain points
- Making the shift from technical expert to problem solve
COURSE LEVEL
Basic
PREREQUISITES
None
ADVANCE PREPARATION
None