Designing the Modern Firm
1 CPE for AFSP, EA, CFP®, CPA, CRTP
The needs and demands of this industry continue to change. Nearly one-third of professionals exited the industry last year. How are you designing your firm to meet your personal and professional goals, compete in the changing market and target clients to align with your passion? This panel of industry experts will discuss selecting and marketing to niche clients, pricing your offerings, marketing to new and changing niches, adjusting products for future client needs, modernizing a generational firm, and how to apply technology and AI to improve your client experience and decrease your manual efforts. This session will leave you with powerful takeaways to implement for future success.
Objectives
Upon completion of this session, you will be able to:
-
Adapt your services and pricing to align with your personal and professional goals
-
Use cutting-edge technology to reduce your time and create a client experience to make other firms envious
-
Acquire the most desirable clients for your goals and passion
-
Select a niche leveraging your specific skillset and focus of tax knowledge
-
Design a plan, whether first or multi-generational, to migrate your existing clients and processes to align with your new goals
CPE information
Duration: 100 minutes (50 minutes of CPE)
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Internet-Based