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