The Succession Institute, an affiliate of CPA Trendlines, is offering a new series of webcasts for CPA firm leaders.
Save the dates: Oct. 16, Oct. 17, Dec. 11 and Dec.12.
Enhancing Your Trusted Business Advisor Role: What, Why and How-New and Revised
Oct 16, 11:30 am ET (2 hrs)
- What, why, how, and the difference between MTBA and consulting packages
- Our answers to typical objections to taking on the role of MTBA
- How and why you need to be able to switch hats, make it clear you are switching hats, from being an expert, to being an advisor
- How you can approach finding solutions your clients will support
- The use of the General Contractor Model to facilitate your MTBA roles