Summary
In this conversation, George Sandmann, founder and CEO of Growth Drive, discusses the importance of community engagement among business advisors, the sharing of resources, and the evolution of training and certification in the advisory space. The dialogue covers insights from recent conferences, the cultural shifts within accounting firms, and strategies for building trust and expanding client relationships. Participants share their experiences and strategies for navigating the complexities of advisory practices, emphasizing collaboration and the need for a proactive approach to client engagement.

Keywords
Growth Drive, business advisory, client acquisition, community support, CPA firms, networking, training, certification, advisory business, collaboration

Chapters
00:00
Presentations and Community Engagement
02:41
Navigating Online Platforms
04:02
Workshops and Learning Opportunities
05:39
Certification and Methodology
07:27
Community Collaboration and Growth
11:26
Celebrating Achievements and Future Prospects
17:50
Conference Planning and Engagement Strategies
21:10
Insights from Recent CPA Conferences
24:57
Advisory Services in CPA Firms
29:27
Cultural Shifts in Accounting Firms
33:16
Building Trust and Collaboration with CPA Firms
39:19
Strategies for Effective Client Engagement
55:23
Introduction to the Growth Drive Summit
55:24
Building a Profitable Advisory Business