Digital CPAs know the importance of being real advisors to their clients; they also know this requires additional skills. Not everyone in your firm may serve as advisors, but many just need to the tools to become one. Join this session to hear:
How to identify staff with the potential
Training to offer them to foster that potential
How to define their role
How to expectations change as they develop into advisors to clients.
Find the potential in your team, or staffing candidates, to help you deliver on the Trusted Business Advisor promise.
Director of Tax Planning,
Cook Wealth Management Group