Webcast
It’s All About Trust
Study real-world scenarios and proven strategies to establish yourself as a trusted advisor in your practice.
$49.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
1 Credits: Communications & Marketing
Course Level
Basic
Format
Webcast
Course Description
Trust, Trust, Trust! It can’t be emphasized enough. It’s All About Trust 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”.
Learning Objectives
Upon completing this course you will be able to:
- Recall the perception clients have of practitioners and ways we can enhance those perceptions.
- Identify various value added services which strengthen the bonds of trust with clients.
- Recall tips CPAs can use to facilitate client transitions and obtain referrals from clients.
Course Specifics
WC1621258174
May 13, 2024
None
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
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.
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