CPE Course Information
General Information
Course Number: | W0106221 |
Course Title: | WEBINAR: Add Financial Services & Grow Your Practice - Futurize Your Firm by Adding More Value to Your Clients - State Sponsored - 1 hour |
Description: | This webinar will give you a better understanding as to how financial services can add value to you, your practice, and most importantly, your clients. • Better client retention – The more you can help your clients meet multiple needs, the more likely they are to stay with you. • Competitively position your firm - Offering clients more comprehensive services enables you to attract prospective clients looking to switch firms. • Generate higher client lifetime value - Offering your clients financial services can result in higher total revenue from those clients. • Increase the value of your practice - The value of the financial services unit can grow into a significant asset over time, providing a higher cash component for your firm. • Facilitate exit strategies - New revenue and increased client retention increases the value of your firm as you plan for your succession. |
Speaker: | Craig J. Schafer, CPA, LUTCF, CAP |
Knowledge Level: | Basic |
Sponsor: | PSTAP - State |
Date: | 06/24/2021 |
Number of Days: | 1 |
Location: | Webinar |
Address: |
|
CPE Credits: | 1 Credits Other |
Host Chapter(s): | State |
Registration Information
Registration Begins: | |
Start Time: | 12:30 p.m. |
End Time: | 1:30 p.m. |
Pricing
PSTAP Member Rate: | 35.00 |
Non-Member Rate: | 59.00 |
Cancellation Policy
No show, no refund. |
Additional Information
Directions to all CPE Locations |
Comments are closed.