Wednesday, October 26, 2011
FINANCIAL PLANNING AND THE THREE-DIMENSIONAL FIDUCIARY
The term Fiduciary has been a part of the accounting culture since the first debit was posted by the windows. But lately, the “F” word is taking center stage in the financial services world. In this session, learn about the consequences of the Fiduciary Standard for CPA Financial Planners and how to apply the fiduciary standards to your clients, your business and for all of your stake holders.
This session will show you how a vibrant, fiduciary based financial planning practice can:
- improve firm value
- increase revenues and profits
- strengthen client relationships