Key Steps to Building an Advisory Practice – 1 CPE


If you are ready to learn what is holding you back from transitioning from compliance work into building an advisory practice, this is for you. This course will explore the #1 reason that accountants fail when trying to build a practice on advisory services.   Secondary, this course will list the 3 key steps to build a successful, long-term advisory practice.


*This course qualifies for 1 Business Management & Organization CPE credit.


Learning Objectives:
• Define advisory services
• State the #1 reason advisory services fail
• List the 3 key building blocks of an advisory practice
• Demonstrate the importance of client relationships
• List the 3 key considerations for shifting to advisory services


Learn more here:   Key Steps to Building an Advisory Practice


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