PLAY PODCASTS
On the Importance of Being a Trusted Advisor - Ep 6
Episode 6

On the Importance of Being a Trusted Advisor - Ep 6

The Unique CPA

January 28, 202028m 27s

Audio is streamed directly from the publisher (pscrb.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

It's not enough to give clients what they want. It's also important to give them what they need. Being a trusted advisor and consultant for your clients can help you to go above and beyond in your efforts to best serve them. In this episode, Richard Kopelman, CEO and managing partner of Aprio, explains the importance of bringing head and heart to the table, which boosts not only the client's business but your own, too.

Get the full show notes and more resources at https://TheUniqueCPA.com