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2022 AICPA & CIMA ENGAGE

PFP22101B5 - Effectively Communicating with Your Clients


Jun 5, 2022 1:55pm ‐ Jun 5, 2022 3:30pm


Standard: $79.00

Description

Through real-life client scenarios, you will learn how to best communicate with clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning.

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

Speaker(s):

Moderator(s):

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

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