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The Confidence Gap in Advisory Services
Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE
Advisory services continue to be one of the biggest growth opportunities for firms, but many firms are still struggling to scale them effectively.
In this episode of the INSIDE Public Accounting podcast, Chelsea Summers talks with Eric Eager, CEO and co-founder of 4impactdata, about the “confidence gap” that may be holding firms back.
The conversation explores why advisory work feels different from traditional compliance services, how AI is changing the pace of learning inside firms and why many professionals hesitate to make forward-looking recommendations. Eric also discusses the growing importance of human guidance in an increasingly automated environment and explains how emerging technologies like decision intelligence may help firms scale advisory while also accelerating staff development.
Throughout the episode, Eric shares practical advice for firm leaders looking to strengthen client relationships, improve confidence across teams and rethink the role of CPA firms in the future business landscape.
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By INSIDE Public AccountingEarn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE
Advisory services continue to be one of the biggest growth opportunities for firms, but many firms are still struggling to scale them effectively.
In this episode of the INSIDE Public Accounting podcast, Chelsea Summers talks with Eric Eager, CEO and co-founder of 4impactdata, about the “confidence gap” that may be holding firms back.
The conversation explores why advisory work feels different from traditional compliance services, how AI is changing the pace of learning inside firms and why many professionals hesitate to make forward-looking recommendations. Eric also discusses the growing importance of human guidance in an increasingly automated environment and explains how emerging technologies like decision intelligence may help firms scale advisory while also accelerating staff development.
Throughout the episode, Eric shares practical advice for firm leaders looking to strengthen client relationships, improve confidence across teams and rethink the role of CPA firms in the future business landscape.