Episode 5: Business Development
In this episode, we interview Karyn Sullivan, VP/Financial Advisor at Alliance Bernstein. Karyn helps clients achieve their goals and aspirations and form relationships with her and the Bernstein family. Her passion for people and 25-plus years in public accounting help Karyn to achieve superior client outcomes. Together we explore:

• The most important activities that you can do for business development.
• How to balance the time required to deliver excellent client service and actively conduct business development activities to bring in new clients.
• Skills to amplify for successful business development.
• Enhancing the client experience for your clients.

Learn more about Karyn Sullivan.

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Episode 4:
In this episode, we interview Peter Geise, Akron Area President of FocusCFO. Peter and his team help entrepreneurs build sustainable and transferable business value through embedded fractional CFO services. Given Peter’s strong financial background, we journey into the financial realities of investing in Client Experience (CX) initiatives, and if CX can create tangible value for a business.

Together, we explore how businesses can:

• Learn how a financial professional sees the Client Experience (CX)
• Get smart about how a focus on CX can improve the enterprise value of a business
• Understand the tangible benefits of investing the time and effort to enhance CX
• Better appreciate the importance of how CX can impact the ultimate transition of a business

Learn more about Peter

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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

Tune in and Join the Movement!

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