Xcelerate Your AI Dexterity

with Jody Padar & Katie Tolin

Finding Client Opportunity Is Not The Same As Selling It advisory conversations advisory services ai and judgment ai in accounting client advisory services client relationships cross-selling practice growth tech & ai Jul 15, 2026

You’ve found $500,000 in untapped opportunities within your client base. Maybe this was through data mining, client whitespace in CRM or even using a new AI tool. Regardless, it’s great to see that potential growth right in front of you.

Before you ...

If You Don’t Invest in Your People, You'll Pay for It Later advisory services ai and judgment ai in accounting client relationships coaching conversation intelligence firm growth leadership development professional development talent development Jul 07, 2026

The accounting profession is filled with opportunity. Clients are asking for more guidance. Firms want to grow advisory services. And AI is automating parts of the work that used to take hours, creating more room for higher-value conversations with c...

Xcelerate Your AI Dexterity

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