CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

It's All About Trust

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Communications & Marketing

Course Description

Trust, Trust, Trust!   It can’t be emphasized enough.  This 1-hour on demand webinar 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

Course ID
WC1621258174
Original Release Date
October 19, 2021
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Frank Castillo

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.

It's All About Trust

Expert Instructors
CPE CREDITS
1 Credits: Communications & Marketing

$49.00


Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
1 Credits: Communications & Marketing

Course Description

Trust, Trust, Trust!   It can’t be emphasized enough.  This 1-hour on demand webinar 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

Course ID
WC1621258174
Original Release Date
October 19, 2021
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Frank Castillo

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.

It's All About Trust

Expert Instructors
CPE CREDITS
1 Credits: Communications & Marketing

Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

$49.00