By viewing this on-demand webinar you will learn techniques, tools and relationship processes that add immediate value to your business. You will receive sample letters and documents to qualify potential new clients, learn a systematic technique to receiving referrals of clients you desire and increase the profitability of your business by implementing a few simple processes.
Learning Objectives:
•You will be able to discuss signals to note when accepting clients.
•You will be able to explain communicating in a significant manner.
•You will be able to review the termination process.
•You will be able to identify the benefits of terminating clients that aren't right fit.
Agenda
Faculty
Jimmy J. Williams, CPA/PFS, CFP
Compass Capital Management, LLC
- Founder/wealth manager of Compass Capital Management, LLC
- Specialize in high net worth families, entrepreneurs and foundations
- National speaker for the AICPA and other organizations on financial planning and investment management
- Published writer in national publications and serves as a resource on financial planning and investment management for U.S. News & World Report, The Daily Oklahoman, The CPA Insider and other publications
- Honored as one of the Top 40 CPAs to Know in a Recession by CPA Magazine
- Chairman of a state of Oklahoma board responsible for investing and monitoring more than $360 million dollars
- Former board of directors member of the AICPA, former president of the OSCPA and member of FPA; currently serving as AICPA Foundation treasurer
- Masters degree in taxation, University of Tulsa; B.S. degree in accounting, distinguished graduate, East Central University
- Can be contacted at 918-423-3222 or [email protected]
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