Wednesday, October 26, 2011
HOW TO MAKE MORE REVENUE THROUGH FINANCIAL PLANNING
As a CPA, you’re one of the most trusted advisors of your clients. No other financial services professional can effectively provide tax advice in combination with the client's overall wealth management needs like a CPA can. That’s why expanding your tax services with the addition of financial planning is an easy transition for the client. Now, the question is, how can you make more money at it?
Learn how to strengthen retention and drive profitability at your practice through financial planning.