Our thought leader panel will facilitate a group discussion designed to be a resource to help you grow your practice. Topics of discussion will include hourly financial counseling for clients that need to get financially stable and/or get out of debt; hourly financial planning for Millennials up to retiree age; clients that are planning for their family or a charitable institution; M&A consulting for business owners; tools you utilize when clients aren’t following through; ways that you help move clients forward; and how to handle clients that seem to have the same problems every time you with them.

 

Session Information
Session Date:
October 23, 2019
D - Growing Your Business by Partnering With Other Professionals: 2019 Personal Financial Planning Conference
Individual topic purchase: Selected
Georgia Society of CPAs
General: 1.50
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