Do you call yourself an Advisor, but instead you find you are stuck in the compliance work? Alternatively, maybe you are uncomfortable learning the advisory skills needed and instead choose to do the accounting work because it is more familiar ? Being an Advisor is a mindset. It is the relationship that the client desires so they can translate what the financial results of the business are telling them. During this session we will cover the 5 Traits to Activate the Advisory Mindset!
What you'll learn:
