Trusted Advisor

This blog is the third in the series, The Things We Think and Do Not Say: The Future of Our Business—My Very Own Jerry Maguire Blog Last week, we defined what it means to be a true trusted advisor and the gap that currently exists between our client service level and that of a true trusted ... Read more

This blog is the second in the series, The Things We Think and Do Not Say: The Future of Our Business—My Very Own Jerry Maguire Blog Trusted advisor sounds good. I completely understand why we want to tell clients and prospects this. And it is certainly desirable, but these two words are not reflective of how ... Read more

This blog is the first in the series, The Things We Think and Do Not Say: The Future of Our Business—My Very Own Jerry Maguire Blog The term “trusted advisor” is so overused and embellished in public accounting—to the extent that this term now breeds complacency. Our profession has taken for granted the level of ... Read more