No matter your level in the firm, you can become a strategic partner to your clients and translate day-to-day client challenges into consulting opportunities. This workshop provides a process and supporting tools to assist your firm in engaging in meaningful client dialogue, transforming client service and growing your practice. In addition to outlining the process, tools and topics, the workshop covers current professional trends, how to prepare for and conduct an initial client consultation and client proposal meeting, and how to enhance firm unity. Join a group of emerging leaders who are taking the initiative to better serve their clients and grow their firms.
Director of Tax Planning,
Cook Wealth Management Group
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