Succession Planning and CX: Why These Need to Align

In this episode we are thrilled to have Katie Tolin with us.  Katie has extensive knowledge of the accounting industry. Her resume is stacked with prestigious accolades. She is currently the owner of CPA Growth Guides after a decade-long in-house marketing career. She has also been named Accounting Marketer of the Year, one of the Top 100 Most Influential People in Public Accounting, and one of the Most Powerful Women in Accounting. In addition to all this, she was inducted into the Accounting Marketing Hall of Fame, is a former president of the Association for Accounting Marketing, and is a contributing author to "Bull's-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs." 

Need I say more? She is filled with experience and we are thrilled to have her with us on this episode to discuss a topic that is not discussed enough,  succession planning and client experience.  In this episode, we will discuss: 

• Why you should involve your clients in your succession plan? 
• Who should be involved in the conversation?
• When should you start to involve your clients? 
• Who should take the lead at your firm?
• Firm stories on why involving the client is important 

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