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PFP22101B6 - Next Steps: Practical Advice from the Panel and Q&A

‐ Jun 5, 2022 3:55pm

This final session will offer practical advice from the experts and will help you take the next steps based on what you have learned over the past two days, including: Resources, tools and learning integral to success Pressure points to be aware of as you make decisions forward Action steps to create and stay on track with your game plan Their one best piece of advice

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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