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Upcoming Trusted Business Advisor Workshops:

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Trusted Business Advisor Workshop I

We have the following videos available supporting the Trusted Business Advisor Workhop I.  For our members, we have provided you access to the full-length videos supporting this workshop (see the link below).  For non-members, we have included a summary agenda of the workshop and the video segment introductions below to give you additional insight into the program to help convince you to register for an upcoming program.

The summary agenda:

8:30 am           Introduction from CPA2Biz and Clients

8:45 am           Participant Introductions

9:15 am           Developing Your Personal Strategy

9:55 am           Running Your Business like a Business

10:30 am            Break

11:00 am         Building Client Loyalty with 5 Star Client Service ™

12:00 pm            Lunch

01:00 pm         Developing your Trusted Business Advisor Skills

02:30 pm            Break

03:30 pm         How to conduct a client planning meeting

04:00 pm         The General Contractor Role and Model

4:30 pm           Recap and Action Planning

4:50 pm           Wrap-Up

This is a segment of the Personal Strategy session video used in Trusted Business Advisor Workshop 1 for review by non-TBA Resource Members; Personal Strategy; Trusted Advisor; Trusted Business Advisor Workshop I; This is a segment of the Running Your Business Like a Business session video used in the Trusted Business Advisor Workshop 1for review by non-TBA Resource Members; Running Your Business like a Business; Trusted Advisor; Trusted Business Advisor Workshop I; This is a segment of the Client Planning Meeting session video used in the Trusted Business Advisor Workshop 1for review by non-TBA Resource Members; Client Planning Meeting; Trusted Advisor; Trusted Business Advisor Workshop I; This is the General Contractor session, taught by Bill Reeb, found within Trusted Business Advisor Workshop 1; Trusted Advisor; Trusted Business Advisor Workshop I; These video are segments of the session video used in the Trusted Business Advisor Workshop 1and are for review by non-TBA Resource Members

For our Resource Center members, the link above will provide you access to the full-length videos we introduced above that are found within the curriculum of the Trusted Business Advisor Workshop I. As a member, these videos are accessible FREE for you to watch anytime.  If you are not a TBA Resource Center member and are interested in this material, please click on the "EVENTS" or "PRODUCTS" tabs to sign-up for an upcoming program.

 

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TBA Full Length Videos
Trusted Advisor Member
Full Videos for the TBA Members.