How do we create the next generation of “Cherished Advisors” — the highly valued strategic partners whom your business clients rely on — given the lack of interest in a traditional path to leadership? The future growth of firms will depend on using technology to create new staffing and change management models that encourage team collaboration, mentorship and growth.
BENEFITS
* Recognize what clients want versus accountants
* Identify the soft skills needed to create better relationships with your clients and grow new service lines
* Establish ways to build additional value beyond accounting for your clients
* Identify sales and marketing techniques needed from discovery and throughout the client relationship
COURSE LEVEL
Basic