The accreditors of this session require that you periodically check in to verify that you are still attentive.
Please click the button below to indicate that you are.
Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives. CPAs are perfectly positioned to do this. Stepping into an expanded role to offer tax and planning advisory services requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await. If you’re up for the challenge, this two-day seminar will give you all the tools you need to get underway in tax and planning advisory services.
Get ready to:
Learn about the future of services to individuals
Explore numerous business models
Learn from CPAs who have built practices that provide the highest client value
Learn tips to effectively communicate with clients use case study examples
Hear from compliance, technology and practice management experts
Gain expert guidance you need to be successful in providing PFP services
Day 2 Topics Include:
How to Get Started
Practical Approach to Client Meetings
Technology Topics for PFP
Business Model Roundtables
The Financial Planners' Retainer: A Compensation Model that Works
Presenting and Communicating a Financial Plan to Your Clients
Next Steps: Practical Advice from the Panel and Q&A
This workshop is not part of the all access pass, and will not be offered virtually.
