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Advisory Is an Identity, Not a Service Line

Advisory Is an Identity, Not a Service Line

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Earn free CPE with Earmark! Take your learning on the go and earn NASBA-approved CPE just for listening to The INSIDE Public Accounting Podcast. Simply listen, take a short quiz, and download your certificate. Start now on the IPA channel in the Earmark app: INSIDE Public Accounting | Earmark CPE

Advisory continues to dominate conversations about the future of public accounting, but what does it actually take to make the shift?

In this episode of the INSIDE Public Accounting Podcast, Chelsea Summers sits down with Matt Rampe, partner at Rosenberg Associates, to discuss findings from IPA's recent advisory survey and what firms are getting right and wrong about advisory growth.

Matt shares why advisory is not a guaranteed path to higher margins, how firms should evaluate new service offerings and why partner compensation, governance and culture all play critical roles in successful transformation. The conversation also explores the impact of AI, client experience and strategic planning as firms prepare for a rapidly changing profession.

If your firm is serious about growing advisory services, this episode offers practical guidance for turning broad ambitions into measurable action.

Learn more about INSIDE Public Accounting at: https://insidepublicaccounting.com

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