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11 CAS Ops: Educating Your Team on Advisory
Manage episode 428396390 series 3582811
Konten disediakan oleh Roman Villard, CPA, Roman Villard, and CPA. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Roman Villard, CPA, Roman Villard, and CPA atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Today we talk about how to develop a CAS mindset for your firm from the transactional layer upward. We walk through 3 ways that you can educate your team to become advisors.
Resources:
Scribe: https://scribehow.com/
Whale: https://usewhale.io/
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