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DCA1809
Converting Associates to Advisors
Date
December 4, 2018
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Digital CPA Conference 2018
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.
Speakers
Chief Executive Officer, Cook Wealth
Gary W. Wood, CPA
Partner, CRC
Director, SIAP Strategy and Sales, Sage
General
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