Trusted Client Adviser

    Trusted Client Adviser Toolbox 

    Maximize opportunities, earn your clients’ trust and enhance your unique value!  No matter your level in the firm, you can become a strategic partner to your clients by moving beyond the numbers and core accounting services.  This customizable toolbox and additional resources expands upon the concepts presented in the Trusted Client Adviser Workshop and will support you in this process for creating and maintaining your status as a Trusted Client Adviser.  On the below image, click on each step in the process and access the associated tools. 

    Additional Resources

    Trusted Business AdvisorSign up for the Trusted Client Adviser Workshop today!
    Hear practitioner testimonials on what it means to be a Trusted Client Adviser and consider joining this emerging group of CPAs who are taking the initiative to truly assist their clients. State societies are providing this eight hour CPE eligible workshop to firm owners wanting to make the transition. In addition, you can offer this program in-house for your entire staff. Facilitated by practitioners currently implementing the process in their own firms, you can receive practical guidance and real-life examples. Understand how to successfully implement these ideas and supporting tools into your practice and transform the way you help your clients.

    Trusted Business Advisor LinkedIn GroupTrusted Client Adviser Alumni Group
    Trusted Client Adviser Workshop alumni are invited to join this exclusive LinkedIn group!  This group can be used to network with past workshop attendees and can be utilized as a forum for your ideas and questions.  In addition, the 60 Second Adviser will provide weekly posts to the group which contain timely and practical tips, tools, and insight that can easily be put to use in today’s competitive professional environment.

    TBA Quarterly Coaching CallsQuarterly Coaching Calls
    Trusted Client Adviser Workshop facilitators are offering quarterly interactive coaching calls to workshop participants with quick reminders and helpful advice to keep you motivated and assist you in the successful transition of becoming the most Trusted Client Adviser. Facilitators will also be available for any questions that you may have.  Don’t miss the next quarterly coaching call!  Click on the date below to sign up:
    May 28, 2015   1:00 PM – 2:00 PM EST

    TBA Related ArticlesRelated Articles
    Review these insightful articles discussing opportunities and ideas on ways to leverage and embrace your Trusted Client Adviser role.
    YOU Are the Value WorkshopYOU Are the Value Workshop
    In an effort to become a Trusted Client Adviser, consider accessing this online workshop to acquire ways to better understand your worth, differentiate yourself and confidently present your value to clients in a unique fashion

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