21WA-1599: Profiting from Client Advisory Services (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Friday, July 2, 2021
9:00am - 10:50am Central Time
2 CPE (2 non-technical)
Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, when you attend this session you will receive an independent blend of profitable strategies and straightforward advice.
Major subjects
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Service offerings to consider
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Software options for a CAS practice
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Procedures to consider for your firm
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Specific techniques to improve productivity and profitability
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Key errors to avoid
Learning objective(s)
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Select CAS technologies for your firm from proven options
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List service offerings
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Differentiate between levels of service
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Create a profitable CAS plan for your firm
Who should take this program?
All
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
