When 90% of client financial decisions are driven by emotion, your ability to manage those moments is the difference between losing clients and building lasting advisory relationships.
Highlights
- Emotional intelligence is a strategic skill for CPAs to manage client emotions and build trust.
- Six practical tools help CPAs navigate difficult tax conversations with calm, clarity, and documentation.
- AI technology creates capacity for CPAs to develop emotional skills and advisory growth.
To dig deeper, visit the original article on the Thomson Reuters blog.