Be a Better Advisor: Asking Effective Questions.
In this session we will address advisory behaviors that can improve your stickiness with clients and ability to market services to both new and existing clients as you move to more of an advisory practice. You will leave this session with the tools you need to have for the right conversations with your clients.
- Ed Kless – Senior Director, Sage Accountants Solutions
- Garrett Wagner
Sponsor: Sage Software
This session was eligible for CPE credit for accounting professionals during the live broadcast, as part of Ensuring Success, the live-streamed annual CPE program from CPA Practice Advisor. CPE credit is not available for this archived version. To learn more, or register for next year’s event, visit www.ensuringsuccess.com.