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