The Tax Summit
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Session 4.5: Building trust with clients

With Loreena Gillon, CTA, Arithmos Chartered Accountants; Eddy Moussa, CTA, PwC

Our panellists, each representing a different professional discipline and demographic, will share what they consider to be the key ingredients to their “Trusted Adviser” status, which include:

  •  Strategies to build client trust;
  •  The importance of knowing your client’s business and how to develop that knowledge;
  •  How to network effectively and build your personal brand;
  •  Different communication styles;
  •  Emotional intelligence within the professions; and
  •  Mediation skills to prevent and/or deal with client conflicts.
  About the speakers