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DCPA2304. The Economic Outlook for your Small Business Clients

In today’s economy, what unique challenges and opportunities do your small business clients face, and how can you help prepare them? In this session, experts will outline the economic outlook for small businesses and inform you on how to guide them effectively. We’ll also take a look at Financing Advisory Services and the difference it can make for small businesses. Your clients will never forget your help!

Learning Objectives:

  • Recall the current economic climate and its impact on your small business clients
  • Recognize economic conditions that will impact clients in the future
  • Identify advisory strategies and tactics your firm can leverage to protect clients from rising costs
  • Indicate examples of innovative firms applying financing advisory strategies to drive firm and client value