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Impactfuladvisor
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Lisciologo
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Free cpe webinars
How to Deliver Advisory Services

HOW TO DELIVER ADVISORY SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 7, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join this session where we will share tools that will help you deliver the kinds of services your clients crave. We will help you change the way you think about client work, share tools you can use, and offer insights into leveraging the skills you already have in new ways. Leave this session with actions you can take to start making the transition from compliance to reliance.

Learning Objectives:


  • Plan how to make the mental transition to working with clients in new ways

  • Practice and gain confidence in your ability to be a partner in your client's success

  • Evaluate the science of measurement and how it relates to advisory services

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Impactfuladvisor

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.
 

About Our Sponsor

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.