Ashley Englund - How To Become A Trusted Advisor In Your Industry

Ashley Englund, Tax Director at Lutz, joined the show today to discuss her role as a CPA and how that translates to becoming a trusted advisor to her clients. Ashley provided some interesting takes on relationship building and utilizing client feedback to ask the right questions. What can make you stand out as an advisor in your industry? Find out in today's episode!

About Lutz:
Our mission is to ease your mind and invigorate your success through accounting and business solutions.

Since our founding in 1980, Lutz has steadily grown to become the largest locally owned firm of its kind in Nebraska because of integrity, work ethic and collaboration. Your goals are our goals. We believe that understanding where you’re coming from is a vital part of getting to the bottom line and taking you where you need to go. We provide accounting services such as tax, accounting, assurance, business consulting and valuation. Additionally, we provide investments and planning, recruiting and technology services.

Our talented 275-plus person team communicates openly, collaborates eagerly and encourages authentic personality – because if you can’t enjoy your business, neither can we. Lutz supports clients with the strength, expertise and resources of 288 independently owned global firms as part of our membership with PrimeGlobal. Teamwork with our peers and ready access to exceptional networking and business development opportunities helps us serve you and your business whenever and wherever you need us. We work with organizations and individuals like you day in and day out to simplify complexities, help make smart decisions and confidently focus on the things that are truly important to you. We mind what matters.

Episode Links:
Ellerbrock-Norris: https://www.ellerbrock-norris.com/
Ellerbrock-Norris Wealth Strategies: https://www.ellerbrock-norris-ws.com/
Lutz: https://www.lutz.us/
LAUNCH: https://getlaunch.io/

LinkedIn:
Elliot Bassett
Ryan Brott
Ashley Englund

This episode is sponsored by LAUNCH.

In the world of insurance, independent agencies fight to survive. Brokers are forced to compete by blocking markets and bid for the lowest price. Worse yet, the industry is fragmented.

Agencies find it difficult to collaborate across division on the same client. Millions of dollars in potential revenue are left on the table. And agency owners lie awake at night wondering how to scale.

THAT’S WHERE LAUNCH COMES IN.
Access the full-revenue potential in your existing book of business. See opportunities other agencies can’t. Offer more value. Gain a competitive advantage in a commoditized market.

Visit https://getlaunch.io/ to learn more.