As advisors, we strive to improve our company or clients’ businesses with the information we provide them. Yet many of us still spend the majority of our time keeping up with regulation and compliance as well as meeting tax deadlines. This doesn’t leave the necessary amount of time in our day to advise each client on how to improve their business results at a holistic level. With technology’s gift of more time, we can learn to create the value that business leaders request by clearly communicating and analyzing the meaning of data in a way that helps the company succeed and thrive. As a result, we can become a Cherished Advisor, meaning that we are considered a strategic, highly valued partner whom our clients can’t imagine living without.

Learning Objectives:

• Determine how to re-tool to create a differentiated client experience, and develop the soft skills needed to build collaborative advisory relationships you desire


• Create value by going beyond the numbers by telling the story behind them to help your clients make informed decisions


• Identify an integral part of the business's decision-making processes, in a proactive, rather than reactive way


• Practice shifting your mindset and cultivating the skills needed to become better connected to your internal team, and be considered a “Cherished Advisor” by the people you work with

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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