From auditor to advisor: A CPA’s quarterly client report guide

Patrick Jose, a five-year MDRT member from San Pedro, Philippines, is a certified public accountant (CPA) and former auditor turned financial advisor. He applies precision and empathy in servicing his clients by creating thoughtfully crafted quarterly reports. Utilizing his extensive auditing experience, he simplifies complex updates into clear and purposeful narratives, which helps clients stay informed, be aligned with their goals, and stay confident in their financial journey.