Financial professionals, are you positioning yourself as indispensable to your clients?
Obed Maurice CA, CPA is a Partner-In-Charge of Virtual Services at Avail CPA, an advisory-based accounting firm that prides themselves on being “positively different.” Obed brings a sincere passion to his work, aiming to positively influence the financial well-being of his clients by optimizing technology to drive meaningful impact in their lives. He is also the founder and CEO of CliQue Advisor—a fintech company focused on improving the client experience in the accounting industry.
Listen in as Obed shares his perspective about how financial professionals can become indispensable to their clients by leveraging technology to create exceptional client experiences.
“Becoming indispensable is not about power or position. It's about taking charge of who you are, what you do, and how you show up.” – Inc.com
Mark your calendar for Thursday, September 12 at 1:30pm MST and plan to join us for the next episode of #chatswithchata, hosted by chata.ai’s Customer Success Manager, Hailey Casper.
Tune in via social media before and during the episode to submit your own questions and get involved in the conversation.
Let’s chata’bout what it means to be indispensable to your clients and how to get there.
‘chats with chata’ is an ongoing "unwebinar" series featuring financial professionals and business owners who are disrupting the status quo in the accounting or entrepreneurial landscape and adapting to a new era of data-centered growth strategy.