Future Forward: Financial Literacy Is Your New Client Superpower
Speaker: Debra Kilsheimer
Sponsor: Digits
Topic: Financial Literacy Is Your New Client Superpower
Many small business clients struggle to understand their financial statements, which limits the value of advisory conversations. When clients are unclear about their numbers, it can lead to confusion, slow decision-making, and repeated explanations during meetings.
This session provides a practical framework for integrating financial literacy into your firm’s services. You’ll learn how to communicate core financial concepts in a simple, repeatable way, strengthen client confidence in their decision-making, and improve the effectiveness of your advisory engagement.
The goal is to help you create a standard approach to financial education that not only supports client growth, but also positions you as a strategic advisor rather than a transactional resource.
Learning Objectives
After completing this session, participants will be able to:
- Identify common financial literacy gaps among small business clients and how they impact advisory work.
- Apply a structured framework for positioning financial literacy as a recurring part of client service.
- Build a simple, repeatable financial health check process to help clients better understand their key financial indicators.
Cost: Free
CPE Credits: 1
Subject Area: Business Management & Organization
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer