* The Succession Institute, LLC is not a CPA Firm

Most Trusted Business Advisor Series

Posted: January 15, 2019 at 9:01 pm   /   by   /   comments (0)

These videos are full length (1.5-2 hour) recordings of our previous webcasts.   A complete list of our full length videos are available on our Webcast Video Index page, with descriptions of each show linked to each show title. Please contact us to purchase the passwords to access these videos.

Based on our AICPA-published book, Becoming a Trusted Business Advisor, this series of programs has been designed to help CPAs enhance their skills and their value proposition in their role as the Most Trusted Business Advisor (MTBA) to their clients. It reviews what the MTBA role entails and why all CPAs should be pursuing it aggressively. This training is not about how to become a salesperson. It is about how to help you better serve your clients by learning what really matters to them. We teach you how to work through this process quickly and efficiently in a way that adds the greatest value to the client while adding to your professional enjoyment and profitability.


Enhancing Your Trusted Business Advisor: What, Why and How



Help Your Clients Identify, Prioritize and Quantify Challenges and Opportunities



Pricing, Engagement, and Meeting Facilitation Tips