Join this session with two seasoned Trusted Advisors, Bill Pirolli and Ted Sarenski, as they explore actual case studies of value added services from concept to execution to pricing. Learn how you can leverage your existing client base with the value added services they need and are asking for.
Starting the conversation
Engagement letters and regulatory issues
Building a team approach
Quantifying and pricing for value
Delivering the final product
Attendees will learn how to find opportunity in their client base to deliver value added services.
We will teach ways to ask the right questions and quantify the key issues.
Learn how to plan a long term project, develop a team and price for success.