CPE Course Information
|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|
|Sponsor:||PSTAP - State|
|Number of Days:||1|
|CPE Credits:||1 Credits Other|
|Start Time:||12:30 p.m.|
|End Time:||1:30 p.m.|
|PSTAP Member Rate:||35.00|
|No show, no refund.|
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