The Unique CPA

On the Importance of Being a Trusted Advisor - Ep 6


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It's not enough to give clients what they want. It's also important to give them what they need. Being a trusted advisor and consultant for your clients can help you to go above and beyond in your efforts to best serve them. In this episode, Richard Kopelman, CEO and managing partner of Aprio, explains the importance of bringing head and heart to the table, which boosts not only the client's business but your own, too. 

Get the full show notes and more resources at https://TheUniqueCPA.com

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The Unique CPABy Randy Crabtree, CPA

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