Beyond the Trusted Advisor™
Released Thursday, 8th July 2021
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Beyond the Trusted Advisor™
Beyond the Trusted Advisor™
Thursday, 8th July 2021
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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
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Shed A Little Light
"Shed a Little Light" podcast is a candid and practical series dedicated to exploring all things business development while promoting new ways to create an amazing client experience in our 2D and 3D world. Judy Bodenhamer, Founder and Managing Director of the Client Experience Group™ is passionate about inspiring professionals to accelerate their business performance. Judy is driven to ENLIGHTEN her audience and empower them to SHINE. Join us!Join Podchaser to...
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