Building Client Advisory Relationships for Staff

January 26, 2022

Will HIll, Thomson Reuters

2:00 pm ET

Building Client Advisory Relationships, not Merely Advisory Services

Presented by Will Hill, Thomson Reuters

This session is for all staff who want to build a culture of fostering and supporting client advisory relationships. As firms continue their progression to advisory services, they must move from simply offering advisory services to building advisory relationships with their clients. How do you shift gears to get everyone on board into a relationship mindset? Join us in this session as we look at the key pieces you need to shift to advisory relationships. As we look into these pieces we will discuss some real world scenarios and look at how they were handled, and what could have been done differently for an improved outcome. Come ready for peer-to-peer sharing. Participants will earn one hour of CPE credit.



Will Hill Bio

Serving as a Sr. Product Manager - Advisory in the Tax Professionals segment of the Thomson Reuters, Will has been with Thomson Reuters since 2001. Will has spent many years working with firms in a consultative capacity, and developing services for Thomson Reuters to aid in the growth and transformation of tax and accounting firms – including the Practice Forward program. Will has twice been recognized by the CPA Practice Advisor in the “Under 40” lists. In his present role Will continues to look for opportunities to help firms transition to being “Advisory Centric” in their client relationships as they grow their business. Will is a periodic blog contributor on the website, and along with Paul Miller is also the co-host of the weekly podcast “Pulse of the Practice”. He holds an MBA with a concentration in Leadership Studies from Baker College and a BA, majoring in both Business Administration and Economics, from Alma College.