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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
Moderator(s):
Theodore
J. Sarenski,
CPA/PFS, CFP, AEP, CGMA,
Wealth Adviser,
Sage View Advisory Group