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Do you have it? That intangible attribute of highly sought after professionals who own the Trusted Advisor space with their clients. Discover how to find and enhance your "X" factor and become that sought after most Trusted Advisor. Join Bill Pirolli, past Chair of the AICPA and a 40+ year practitioner as he discusses the intangible attributes necessary to move from compliance to consulting and become your clients most Trusted Advisor. Bill will discuss the difference between management and leadership, how to develop a 360 degree vision, create an entrepreneurial mindset, enhance your meeting and listening skills and more....
Learning Objectives:
Identify how raising your X factor to become your client's most Trusted Advisor
Recognize how moving from compliance to consulting
Speaker(s):
William
R. Pirolli,
CPA, PFS, CFF, CGMA,
Executive Vice President of Firm Services,
Succession Institute, LLC