Strategic Advisor Board

Episode 697 "Moments with Foo": Angie Toney On Elevating Your Client’s Experience Through The Executive Touch


Listen Later

Angie Toney creates strategies to get the IRS off her client’s backs, and out of their pockets; She is a CPA/PFS with over 35 years of experience in the Finance and Compliance profession. This conversation extends to the holistic approach Angie takes with her clients, incorporating nutrition, spirituality, and self-development into her practice. Angie highlights the need for professionals to continuously educate themselves, emphasizing The Executive Touch—creating a high-end experience for clients. In this episode, Foo and Angie talk about why business owners should be in a community of trust, where mutual respect and support lead to long-term success. Tune in to learn more about this knowledge-packed conversation!


Connect:


Strategic Advisor Board: https://www.linkedin.com/company/strategic-advisor-board/


James Foo Torres: https://www.instagram.com/jameslfoo/

https://www.linkedin.com/in/jameslfoo

Website: https://ImperiumAuthority.com/


Angie Toney

LinkedIn: https://www.linkedin.com/in/toneyam/

YouTube: https://www.youtube.com/@angietoney8238

...more
View all episodesView all episodes
Download on the App Store

Strategic Advisor BoardBy Jason Miller