Pre-Conference Optional Workshops Additional Fee
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.
- Recognize how other CPAs present and deliver financial planning recommendations to clients.
- Determine methods for communicating effectively with your clients.
NASBA Field of Study
Communications and Marketing
3-4 years in the Profession