In the mind’s eye of your client, you, the CPA, are the #1 Trusted Advisor. You rank above the attorney, the financial planner, the stock broker, the insurance agent; and, last, but not least, the real estate broker. You are the “go-to” authority in every area of finance and financial decision-making.
The Trusted Advisor – – that’s a powerful position to hold and, with it, carries much responsibility. The question is, will you face shame, liability, and the loss of a client at some point in the future? You certainly may!