Wednesday, August 5, 2020

Want to be an advisor? Shift your perspective!

If you really want to be an advisor & earn that “trust” that we keep hearing so much about, get some help. Find training, methods, or processes that help you gain confidence in your own skills. Your clients need you now more than ever via @evenanerd.

Want to be an advisor? Shift your perspective!

One of the traits of a trusted advisor is to be able to shift the way you view your engagements; get some tips from Geni Whitehouse, CPA.
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