Venue

Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
Tel: 1-407-313-4300


Sponsorship & Exhibit Opportunities

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Jack Lynch at (212) 803-8803


Wednesday, October 26, 2011

2:30 PM - 3:20 PM
Track: Financial Planning View Track

HOW TO UPSELL CLIENTS TO FINANCIAL SERVICES

Fran Coet, CPA/CFF, CVA, CFP®, CFFA Founder & Principal, COET & COET PC, CPAS

Think of major banks – they cross-sell all the time.  Convince your clients they need tax prep four times a year for the small business owner, not just at tax time.  Selling with financial planning services for retirement is an absolute plus!

  • Leverage your client’s trust of your tax knowledge, experience and reliability into a “one stop shop” for financial services
  • Fill the off-season void with financial planning services for your tax clients
  • Generate new clients from existing tax clients by offering financial solutions for college planning with outstanding tax results

 

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