Perception vs. reality: What you should know about adding financial services to your firm
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| | | | Perception vs. reality: What you should know about adding financial services to your firm Aug. 23, 2017 | 2 PM ET/11 AM PT | | Do you want deeper client relationships? How about more revenue? Adding financial services like wealth management and financial planning to your service offerings is a great way to get both – but only if you do it right. | | Using new research from SourceMedia Research/Accounting Today, this one-hour live event will separate fact from fiction when it comes to offering these kinds of services, with guidance on: |
| What to consider and plan for when adding financial services to your firm How the reality of offering financial services may differ from your perceptions Tools and support that can help during the implementation phase and beyond | | Register now to attend this no-cost educational web seminar. |
Register Now | | Chad A. Smith CFP®, ChFC®, CLU Wealth Management Strategist, National Sales Department HD Vest Financial ServicesSM (Speaker) | | David Peck Research Director SourceMedia (Speaker) | | Dan Hood Editor-in-Chief Accounting Today (Moderator) | |
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| | | | CPE Credit is being offered for this webinar. SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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** In order to qualify to receive the CPE credits you will need to attend and stay on the seminar for its duration, which is about 60 minutes. | |
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| | | | ABOUT | CONTACT | PRIVACY | | SourceMedia | One State Street Pl. 27th Floor | New York, NY 10004 Customer Service: 212-803-8500 | | This email was sent to [email protected] because you are subscribed to Accounting Today Web Seminars. Click Here to Opt-Out from this Web Seminar Click Here to Update Email Preferences Can’t see this email properly? View Online | |
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