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Mastering Strategies for Growth Class #12: Build An Advisory Firm Clients Stay With

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Speaker: Debra Kilsheimer

Topic: Build an Advisory Firm Clients Stay With

Compliance gets you hired. Advisory keeps you relevant.

This session explores how to deepen client relationships, create recurring value, and build a firm clients rely on beyond basic bookkeeping and tax work. The goal is not more transactions. The goal is trust.

Learning Objectives

  • Understand the foundations of advisory relationships
  • Create recurring value beyond compliance work
  • Build stronger long-term client retention

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