Unlocking Growth Through Advisory Services
November 19 @ 11:00 am – 12:00 pm EST
Free
1 CPE credit
The final session shifts focus towards growth, specifically through expanding advisory services during tax season. Building on the efficiencies and strategies discussed in the previous sessions, participants will explore how to identify and capitalize on advisory opportunities, delivering value-added services to clients.
Learning Objectives:
- Identify advisory service opportunities during tax season, enhancing client relationships and generating additional revenue streams.
- Recognize the role of effective communication, workload management and high-quality service delivery in achieving growth.
Delivery Method: Group Internet
Course Level: Basic
Field of Study: Personnel/Human Resources – Non-technical
Prerequisites: None
This course is approved for 1 CPE credit.
Note: CPE credit is offered for LIVE webcasts only (on-demand viewing is not eligible).
NASBA Approved. Sponsor # 103021.
