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2022 AICPA & CIMA ENGAGE

PFP22101A2 - PFP Business Models: True Stories from Successful CPAs - Part II


Jun 4, 2022 2:50pm ‐ Jun 4, 2022 3:40pm


Standard: $79.00

Description

Continuation of Part I

Learning Objectives:
  • Recognize the future of services to individuals
  • Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Recall tips to effectively communicate with clients
  • Identify compliance, technology and practice management considerations
  • Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses

Moderator(s):

Speaker(s):

Tags: PFP
Category: Pre-Conference Optional Workshop Additional Fee

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