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Part 3: Producing in Advisory
Join us as we partner with Thomson Reuters for a 3 part series to engage in discussion about Advisory Services and scope. If you missed the first two, no worries. We will do a quick recap and there are no prerequisites for this session.

Part 3: Producing in Advisory
Main Theme: Tracking progress and showing value in Advisory Services

Presenters: Angie Grissom, with The Rainmaker Companies, and Will Hill, with Thomson Reuters
Guests: Jim Bourke and Joe Riccie, with Withum 

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.

CPE is not offered for this session.

Jan 19, 2021 02:00 PM in Central Time (US and Canada)

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