Becoming a Trusted Advisor for Your Clients During Covid-19

As we start moving forward cautiously, but optimistically, how do we truly help our clients? Their operating world has changed, and they are more likely to ask questions, seek guidance, and desire valuable help from their advisors. This presents challenges to the typical operating model of firms. Are you prepared to shift your services to match your clients’ changing needs? Are your staff skilled in critical and strategic thinking to help them develop and execute solutions to their current challenges? Is your client interaction rhythm where it should be to deliver?

Register below to join the conversation as we all work through these challenges together and navigate the changes in a strategic way to come out a stronger leader than before. Thomson Reuters will provide tools to assist you with this transition.