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PFP22101B5 - Effectively Communicating with Your Clients

‐ Jun 5, 2022 2:30pm

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






Pre-Conference Optional Workshops Additional Fee

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