The accounting field is starting to offer more advisory services. By adding advisory to your list of services, you can build your practice and help more people be successful. Discover the importance of advisory services and how you can overcome some of the common roadblocks advisors face when switching to advisory.
In this webinar we will cover the 7 questions and 7 KPI’s that you should be tracking for your clients.
*This presentation will be be recorded and distributed, along with any handouts, after the event.
*This webinar is NOT eligible for CPE credit.