Mail Call: Answering Your Onboarding Questions with Jamie Nau and Joey Kinney
Jan 08, 2024•51 min•Ep. 110
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
“Don't let the needs of the present get in the way from the needs of the future. Build that future, invest now, and it'll pay for itself in the long run.” – Joey Kinney
The finer details of this episode:
- Importance of training and developing the advisory mindset
- Challenges of merging existing processes during onboarding
- Building relationships and personal connections with clients
Episode resources:
- Summit Virtual CFO by Anders website: https://www.summitcpa.net/
- If you have questions or would like to be a guest on the show, email us at [email protected]
- Check out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/
For the best experience, listen in Metacast app for iOS or Android
Open in Metacast