Clients need their CPAs and consultants now more than ever before. Change is constant and the future is unpredictable. To become true advisors to clients, professionals must shed old ideas and habits that no longer fit current client expectations.
Our remote Client Advisory Program™ (CAP) is designed for experienced leaders who manage client relationships. The program will help develop advisory skills and an advisory approach or methodology. Participants will partake in five, 2-hour web-based video roundtables covering a range of client-centric topics, including:
- The mindset, advisory skills and strategies to deepen their client relationships
- How to broaden the support they provide clients beyond compliance services
- Innovative ways to make a bigger difference in the lives and businesses of their clients
After each roundtable, participants will complete specific homework assignments related to the ideas covered and will report back on their outcomes to ConvergenceCoaching experienced coaches who will provide them feedback. Participants will also benefit from networking and learning from others who are on the journey to becoming true advisors.
The cost to participate in the CAP is $2,495 per participant and the program kicks off this Monday, November 16th
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to learn more, view the program dates and register!