Beyond the Trusted Advisor™

07/08/21 • 11 min

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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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!
Check out our YouTube ChannelFollow us on LinkedInFacebookInstagramWebsite

Send us a text

Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.

Previous Episode

The Value of Nurturing Clients and Prospects

Episode 2:
This episode of Shed A Little Light, features Judy Bodenhamer and Marc Rosen of the Client Experience Institute, talking about the value of nurturing clients and prospects today. You will hear them share nurturing techniques that will create valuable impact on your relationship building with clients and prospects.
Judy and Marc will offer ideas on ways to:

Nurture prospective clients
Fortify client relationships through a variety of nurturing techniques
Leverage multi-level positioning as a way to accelerate your client relationships

Tune in and Join the Movement!
Check out our YouTube ChannelFollow us on LinkedInFacebookInstagramWebsite

Send us a text

Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.

Next Episode

Does the Client Experience (CX) Really Create Real Financial Value for a Business?

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
Tune in and Join the Movement!
Check out our YouTube ChannelFollow us on LinkedInFacebookInstagramWebsite

Send us a text

Thanks for taking the time to drop in! Follow us on LinkedIn, Facebook, and Instagram.