How Busy Firm Owners Make the Move to Advisory Services to Increase Revenue and Boost Your Clients Success

How Busy Firm Owners Make the Move to Advisory Services to Increase Revenue and Boost Your Clients Success
November 2, 2023

Chances are you already advise your clients, even if you don't charge them for this service. That's why growing an advisory practice may be easier than you think. Advisory meetings emphasize your expertise and differentiates your firm.

Join this session with Loren Fogelman to tap into the benefits of offering paid advisory services.

Who Should Attend

Firm owners
Sole practitioners
Partners who want their clients to succeed

Learning Objectives

Discover how advisory services shines a spotlight on your expertise
Learn the 3-part strategy to successfully implement advisory services
Learn what qualifies firm owners as an advisor – even if you lack formal credentials
Learn how to avoid common pitfalls when adding advisory services
Learn the #1 strategy to kickstart your advisory services

Presenter: Loren Fogelman, CPA, Founder & Principal, of Business Success Solutions

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All these resources included:

Webinars
Webinar Recordings & Slides
Checklists
Best Practices Tool
M&A Resource Video Library

Membership $69 for the first year. Optional renewal @ $169.

ADDTIONAL INFORMATION
Instructional Delivery Method: Group Live Internet-Based.
The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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WEBINAR: November 2, 2023

WEBINAR: November 2, 2023

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