Beyond the Trusted Advisor™
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Beyond the Trusted Advisor™
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Episode 3:
In this episode, we interview Katie Tolin, Growth & Profitability Consultant for CPAs, Chief Growth Guide at CPA Growth Guides. Katie has been recognized as a Top 100 Most Influential People in Accounting. Together we explore how professionals can:
- Enhance the client experience by embracing advisory thinking.
- Upskill practice performance by focusing on a few key areas.
- Lean-in on increasing client intelligence to offer greater insights.
- Conduct proactive planning sessions to create more engaged client meetings.
Learn more about Katie
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