ON-DEMAND WEBINAR
4 keys to building advisory relationships
Speakers
Mucki Sobania
Christopher C. Papin
Key takeaways
- Stronger client relationships and increased revenue for the practice.
- Why scope is important and how to craft a scope agreement.
- What is “duplication thinking” and how can it help your firm?
- Best practices for bringing advisory services into your conversation.
- How to monetize advisory services to increase your firm’s revenues.
Additional details
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Mucki Sobania
Solutions Consultant Lead, Thomson Reuters
Mucki Sobania is a Solutions Consultant Lead at Thomson Reuters, where she works in the tax and accounting professionals segment, demonstrating their suite of products that aid in the growth and transformation of tax and accounting firms — including the Practice Forward Program. In her current role, Mucki continues to look for opportunities to help firms scale to being “advisory centric” in their client relationships as they grow their practices.
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Christopher C. Papin
Licensed attorney, a certified public accountant, life, accident, and health insurance producer
Christopher C. Papin wears many hats. He is a licensed attorney, a certified public accountant, and a life, accident, and health insurance producer. He has over 14 years of experience in the tax and accounting profession, received the Customer Superstar Innovation Award, was voted a Top Thought Leader of the Year by myCPE.com, and is a Practice Forward graduate. He received a bachelor’s degree in accounting from the University of Oklahoma in 2004 and a master’s degree in accounting from the University of Oklahoma in 2005. Chris became a Certified Public Accountant in 2007 and received his Juris Doctor degree from Oklahoma City University School of Law and was licensed to practice law in Oklahoma in 2008. Chris was admitted to practice before the United States Tax Court in 2010.
Tools and customized coaching designed to enhance your firm’s advisory services and strengthen client relationships