Jeremy and Chris review what CAS means:
C: Client/Cloud
A: Accounting/Advisory
S: Services
They discuss who should lead the relationship between advisor and client and how they decide whether to work with a prospect or not.

Jeremy and Chris review what CAS means: C: Client/Cloud A: Accounting/Advisory S: Services They discuss who should lead the relationship between advisor and client and how they decide whether to work with a prospect or not.

How to find and keep CAS clients

A show about advisory services, building and running an advisory firm, and how we use advisory services to help our clients. We look forward to sharing many great episodes with you. Thanks for listening!

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How to find and keep CAS clients

How to find and keep CAS clients