Spot communication breakdowns early before they impact your client relationships.
Strengthen trust and loyalty with clear, intentional conversations.
Turn everyday interactions into long-term business opportunities.
Let’s Talk: Building Client Relationships That Actually Last
One of the most common frustrations financial professionals face is hearing about major client decisions after the fact. It’s often not a matter of bad advice. It’s about trust and communication. Strong client relationships aren’t built solely on technical expertise; they’re built on connection. In this book, we explore where communication can break down, how to recognize the warning signs early, and what to do when client relationships become challenging. Whether you're growing your practice or simply want to deepen the relationships you already have, this book offers practical strategies to foster trust, improve communication, and create lasting, loyal client connections.
Meet David Peters CPA, MST, CGMA
David is the Founder and Owner of Peters Professional Education in Richmond, VA. He is a national CPE Instructor/Discussion Leader for Surgent and Don Farmer Tax Seminars and regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four master’s degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia.
Start Building Better Client Relationships Today
Get practical tools to improve communication, earn trust, and grow lasting client connections. Written for CPAs, financial advisors, and insurance professionals.
$24.99
Product Details
Publisher: David Peters Publication date: 07/28/2025 Sold by: Peters Professional Education Format: eBook File size: 922KB Number of pages: 110