We’ll discuss trust in the context of clients, scenarios, and common experiences that breathes life into the expression “CPA, most trusted adviser”.
Trust, Trust, Trust! It can’t be emphasized enough. This course goes to the very heart of practitioner-client relationships. We’ll discuss trust in the context of clients, scenarios, and common experiences that breathes life into the expression “CPA, most trusted adviser”.
Field of Study: Communications and Marketing
2 activities • 1 videos • duration: 56m
Speaker / CPA / Coach
Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work includes over 300 video and text based courses addressing technical and personal challenges modern day accountants face. Frank has traveled extensively across this great country providing tailored consulting services for professional athletes, performing artists, business mavericks, and dedicated licensed professionals. He has had the true pleasure of meeting so many talented and generous people over the past 30 years. Four of his absolute favorites are his wife Andrea and three children (Amanda, Dominick, & Mary) who remind him on a daily basis that laughter truly is the best medicine! www.frankcastillocpa.com
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Interesting topic that sheds a light on how CPAs could add more value to their existing and new client base.
The presenter described in detail my father's experience with 40 years of practice in Casa Grande Arizona. As his son, I became a CPA also, but not in private practice. I am a forensic researcher in Canada. I can port over many of the ideas in this presentation to my work. My clients are traditional, with specific personalities that have deep conflicts: civilian intelligence versus law enforcement (RCMP) intelligence.
