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Free cpe webinars
Modern Strategies to Build a Trusted Advisor Culture
Business Management and Organization

MODERN STRATEGIES TO BUILD A TRUSTED ADVISOR CULTURE

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 13, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Women in Accounting, Top Presenters 2022
Course Description

Trusted Advisor. It might be a bit of an overused title, but this type of business relationship is more important than ever to our clients, especially in the digital age. It’s also a culture: one that begins by firm leadership example and is carried out at the individual level in daily interactions. This masterclass will explore the necessary components and strategies to help you build this into your current practice.

 

Learning Objectives:


  • Recognize the definition and requirements for today’s trusted advisor

  • Determine how to build a Trusted Advisor Culture that improves firm growth and engagement

  • Plan how to live the role of trusted advisor with your clients and prospective clients

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Amy Franko

Amy Franko Associates
CEO | LinkedIn Top Sales Voice
amy@amyfranko.com

Aflogo

Named to LinkedIn’s Top Sales Voices, Amy Franko is a sought-after sales and leadership keynote speaker. With her unique blend of current research, fresh insights, and real-world examples, she has worked with some of the world’s most-recognized brands. With over 20 years of client-facing sales experience, Amy’s sales career includes IBM and Lenovo’s global companies before pivoting into entrepreneurship. Her book, The Modern Seller, is an Amazon bestseller, and Top Sales World recognizes her as one of the top 50 sales bloggers and keynote speakers in the world. Learn more and download a free chapter of The Modern Seller at amyfranko.com.


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About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.