Do you call yourself an Advisor, but instead you find you are stuck in the compliance work? Alternatively, maybe you are uncomfortable learning the advisory skills needed and instead choose to do the accounting work because it is more familiar ? Being an Advisor is a mindset. It is the relationship that the client desires so they can translate what the financial results of the business are telling them. During this session we will cover the 5 Traits to Activate the Advisory Mindset!
What you'll learn:
- What is the difference between being an Accountant and being an Advisor
- The personal steps to take to change your mindset and create the boundaries between Accounting and Advisory
- What the Advisory communication techniques are in order to deliver the most value to your clients
