Wednesday, November 17, 2010
9:25 AM - 10:15 AM
Track: Financial Planning View Track
HOW FINANCIAL PLANNING SERVICES CAN DIFFERENTIATE YOU AND YOUR PRACTICE AND BOOST CLIENT RETENTION (1 CPE)
- Financial Services can greatly enhance the CPA relationship which strengthens retention and drives profitability.
- Help your client with proper planning by addressing the issues that matter most to them.
- The CPA is one of the most trusted advisors and can provide value added guidance to clients.