Who it's for: Members moving into advisory & relationship roles

Technical mastery gets you in the room; advisory skills keep you there. Explore the shift from answering questions to anticipating them — and from doing the work to guiding the decisions.

Questions to think about before we meet:• When did you first feel like an advisor rather than a preparer?• What questions do you ask clients now that you didn’t earlier in your career?• Where do you still default to “just the technical answer”?• How do you charge for insight rather than hours?