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Travel/Venue Information

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)

Louie Rosalez, CEPP Chief Marketing Officer / Chief Insurance Officer, HONKAMP KRUEGER FINANCIAL SERVICES, INC.

  • 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.…

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