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Webinar: Producing in Advisory
January 19 @ 2:00 pm - 3:00 pm
Join us as we partner with Thomson Reuters for a 3 part series to engage in discussion about Advisory Services and scope.
Part 3: Producing in Advisory
Main Theme: Tracking progress and showing value in Advisory Services
Description: How do we show results and value to our clients? We must continue to reinforce the value we provide. For advisory to have a sustained impact in your firm and your clients, the clients need to see the results they are getting from following your guidance. In this session, Angie Grissom of Rainmaker and Will Hill of Thomson Reuters are joined by Withum experts, Jim Bourke and Joe Riccie, who will share how they have built in progress tracking as part of their ever-growing advisory services. We will discuss barriers to achieving this, how doing this impacts the client, their loyalty to you and their willingness to refer business to you.
If you missed the first two, no worries. We will do a quick recap and there are no prerequisites for this session.
CPE is not offered for this session.