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Comprehensive Tax, Exit and Family Planning for Exceptional Business Owners & Families

The Quiet Light Podcast

CHAPTER

Transition to Advisory Work in Accounting

Exploring the journey of a consultant's shift from teaching seminars to building the Chief Proactive Advisor Program for accountants, focusing on empowering them to move into advisory roles. Emphasizing the importance of leading with education, adding value in business interactions, and viewing expenses as investments for long-term returns.

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