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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