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PFP23102D - Building Your Tax and Financial Planning Advisory Business Workshop: Ideas for Communicating, Delivering, and Presenting Planning Ideas to Your Clients
You will learn how panelists communicate with clients, structure their meetings, and deliver & present planning ideas to clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning.
Learning Objectives:
Recognize how other CPAs present and deliver financial planning recommendations to clients.
Determine methods for communicating effectively with your clients.