Summary
In this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, the sharing of resources, and the evolution of training and certification in the advisory space. The dialogue covers insights from recent conferences, the cultural shifts within accounting firms, and strategies for building trust and expanding client relationships. Participants share their experiences and strategies for navigating the complexities of advisory practices, emphasizing collaboration and the need for a proactive approach to client engagement.
Keywords
Growth Drive, business advisory, client acquisition, community support, CPA firms, networking, training, certification, advisory business, collaboration
Chapters
00:00Presentations and Community Engagement
02:41Navigating Online Platforms
04:02Workshops and Learning Opportunities
05:39Certification and Methodology
07:27Community Collaboration and Growth
11:26Celebrating Achievements and Future Prospects
17:50Conference Planning and Engagement Strategies
21:10Insights from Recent CPA Conferences
24:57Advisory Services in CPA Firms
29:27Cultural Shifts in Accounting Firms
33:16Building Trust and Collaboration with CPA Firms
39:19Strategies for Effective Client Engagement
55:23Introduction to the Growth Drive Summit
55:24Building a Profitable Advisory Business