BDO L&D senior manager, Colleen Mortimer, CTA, discusses how storytelling methods can help you piece together a great piece of tax advice – every time.
She says she has been involved in teaching every structured education program the Institute has to offer.
These are the subjects you need to complete to become a Chartered Tax Adviser.”
When asked what her greatest achievement has been, it is inspiring students to study tax, and go into the tax profession.
The word storytelling is probably not the word you would normally associate with the world of tax. But it’s more relevant than you might think.
“For whatever reason, I've been able to convey those stories,” says Colleen.
Here’s where the story unfolds – your client’s story. It’s what you need to get right before providing the best advice.
“How will you support how you got to that point?”