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ENG19EL02.5
What's Keeping Your Clients Up at Night? (EST, PFP, TAX)
Date
June 11, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA ENGAGE 2019)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2019)
This includes sessions from AICPA ENGAGE 2019:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2019)
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.
Learning Objectives:
- 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.
Speakers
President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
Daniel P. Snyder, CPA/PFS
Director - Personal Financial Planning (PA), AICPA & CIMA
General
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