DCPA2119. Developing the Mindset to be a Successful Advisor

Over the last 2 years, we saw an increased demand and growth of advisory services, yet not every accounting professional is ready to lead with advisory instead of compliance. Many hold back offering high value advisory services over concerns of inadequacy or failure. Those with a growth mindset, welcome opportunities to grow and learn and don’t see failure as a condemnation of themselves, but as a learning opportunity. Our mindset influences our ability to see opportunities, offer a fresh perspective, earn trust, and problem solve, all of which we need to build a new advisory services and bring value to clients. In this session, we will discuss the various types of mindsets and how to intentionally make a shift so we can offer clients the services they need most.

Learning Objectives:

• Explore ways to shift from mindsets that hold professionals back from confidently offering advisory services
• Review the attributes of mindsets that can create successful advisors