PFP23102D. Building Your Tax and Financial Planning Advisory Business Workshop: Ideas for Communicating, Delivering, and Presenting Planning Ideas to Your Clients

You will learn how panelists communicate with clients, structure their meetings, and deliver & present planning ideas to clients in the areas of retirement, estate/charitable, investment, risk management/insurance planning.

Learning Objectives:

• Recognize how other CPAs present and deliver financial planning recommendations to clients.
• Determine methods for communicating effectively with your clients.