Be ready to take the next step in addressing your clients’ tax and planning needs. Your individual, family, and business owner clients’ needs are changing, and they need you now more than ever. Now that the rush of tax season is over, you can turn your attention to some planning of your own. Have you thought about formalizing financial planning in your practice?
In this chat, Lyle Benson, CPA/PFS will share:
How to position your firm securely for the future for your clients, the services you offer, and your current and future staff.
What the landscape is and why this window of opportunity is important to you and your clients.
How to position yourself as your clients’ primary point of contact.
How to deepen your relationship with your clients to have a meaningful impact on their financial lives.