Clients’ needs and expectations continue to change. Are you doing all that you can to make sure you are still their go-to adviser? In this session, hear Susan Tillery, CPA/PFS and Dan Snyder, CPA/PFS, speak about the demographic shifts and changing client expectations and how you can continue to serve their needs. Susan will also demonstrate how she uses the Personal Finance Scorecard to find out what really is on her clients’ minds.
Gather information about key trends and demographics that impact clients today.
Uncover the latest data which leads to changing needs.
Learn how to use the Personal Finance Scorecard to serve clients.
CPA/PFS, AEP, (Distinguished) Nominee,
President & CEO,
Paraklete Financial, Inc. and Financial Planning Advocate, LLC
Senior Manager - Personal Financial Planning (PA) Advisory Services and Credentialing,
Association of International Certified Professional Accountants