AICPA logo
AICPA logo
  • Home
The Soft Skills Needed to Become a Cherished Adviser
Professional Development

The Soft Skills Needed to Become a Cherished Adviser

Creating long-lasting client relationships is a key to becoming a cherished adviser. This webcast explores how.

$35 - $45
Do you have an AICPA membership? Log in to apply your member discount.




Dec 17, 2021

NASBA Field of Study

Personal Development




Amy Vetter


3 months

Product Number


 Business & partner 
Product Details

The Human Side of the Business Experience is Enhanced by Technology

As accountants and finance professionals, we strive to improve our clients’ businesses with the financial information we provide to them.

With cloud technology, artificial intelligence and machine learning, much of the traditional data entry tasks have been reduced. Technology’s gift allows us to spend more time communicating the meaning of financial data in a way that helps a company succeed and thrive.

As a cherished adviser, you can become a strategic partner that your clients highly value as you help them improve their businesses holistically.

Key Topics

  • Understanding what clients want and need
  • Overcoming the fear of technology and disruption
  • Defining cherished adviser
  • Learning soft skills to become a cherished adviser
  • Mentoring your team to become advisers
  • How to build additional value beyond accounting
  • The tools to utilize to become a thought leader in your selected niche - Delivering engagements in different ways
  • Creating a customer experience in your firm
  • Developing a sales process
  • Ongoing customer relationship management
  • Evaluating clients' happiness
  • Creating contented staff and happy teams

Learning Outcomes

  • Recognize what clients want
  • Identify the soft skills needed to create better relationships with your clients and grow new service lines
  • Indicate ways to build additional value beyond accounting for your clients
  • Identify sales and marketing techniques

Who Will Benefit

  • Accountants and finance professionals, senior level associates, management. partners, firm owners
More Details
NASBA Field of Study
Personal Development
Base understanding of cloud technology
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Amy Vetter
Amy is the CEO of The B3 Method® Institute and Drishtiq Yoga, a top inspirational keynote speaker, corporate board member, author and host of the podcast Breaking Beliefs. As a CPA and Yogi who specializes in technology innovation, Amy is a motivational and inspiring speaker. She provides a refreshingly new perspective that inspires and guides professionals on how to transform their careers and lives.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Cancellation Policy
View our Cancellation policy here
The Soft Skills Needed to Become a Cherished Adviser
Dec 17, 2021
Select from the following options:
Dec 17, 2021
5pm6pm GMT
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

Related content