PFP22101B5. Effectively Communicating with Your Clients

To submit a question or participate in polling, click the link above. Through real-life client scenarios, you will learn how to best communicate with clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning.

Learning Objectives:

• Recall tips to effectively communicate with clients
• Identify compliance, technology and practice management considerations
• Determine what you need to be successful in providing financial planning services from CPAs who have thriving businesses
• Recognize the future of services to individuals
• Use numerous compensation and service business models used by CPAs who have built practices that provide the highest client value