FY Talks | Episode 3: The Power of Client Relationships
Автор: FY International
Загружено: 2026-02-18
Просмотров: 5
Описание:
What does it really mean to be a trusted advisor?
In Episode 3 of FY Talks, leaders from Wipfli share practical insights on navigating complex client relationships, managing operational chaos, and building long-term partnerships that truly create value.
This episode explores:
• When to reset — or even exit — a client relationship
• The importance of structured onboarding and clear expectations
• How leadership personality and habits impact engagement success
• Protecting your team while delivering high-level advisory services
• Why honesty and transparency are the foundation of trust
As AI reshapes the accounting and advisory landscape, firms must ask themselves: How do we evolve beyond compliance work and step fully into the trusted advisor role?
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