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Trusted Advisor Case Studies - Concept, Execution and Pricing Non-Traditional Services
Date
June 11, 2013
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.
Objectives:
- Identifying Opportunities
- Starting the conversation
- Developing expectations
- Engagement letters and regulatory issues
- Building a team approach
- Quantifying and pricing for value
- Delivering the final product
Objectives:
- 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.
Speakers
Executive Vice President of Firm Services, Succession Institute, LLC
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
Wealth Adviser, Sage View Advisory Group
Specialties
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