December 15 | 10 am PT: Storytelling through numbers in a remote world

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Title: Storytelling through numbers in a remote world

Speaker: Jason Blumer, CPA

Date/Time: December 15, 2022 | 10:00 am PT

Description:  In this webinar, we'll talk through where numbers actually come from (it’s not where you think), and how we teach entrepreneurs the nuance of reading their own financials in our financial advisory meetings. We’ll share how our digital firm does the work of number storytelling with some principles we’ve learned along the way.

Learning Objectives:

  • Learn how to create numbers that actually tell stories
  • Identify how to price and deliver storytelling financial advisory sessions
  • Learn how to leverage financial service principles that teach their teams how to lead financial advisory meetings.

About Jason Blumer: Jason founded Thriveal in 2010 as a way for firm owners to connect. 
Together with his partner, Julie Shipp and their team, they support firms in reaching their goals through live events, a monthly podcast, written content, webinars, coaching, consulting, and more. 
The heartbeat of Thriveal is the online community where firm owners gather to ask questions and share ideas. 

Digital transformation is the process of integrating digital tools into your workflow to streamline data entry and improve the way you deliver value to your clients.

This webinar is part of our Driving Digital Transformation series. View the other virtual events and learn more about this series.

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