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|Instructional Method||Advanced Preparation||Program Prerequisites||Field Of Study|
|Group Internet Based||NONE||NONE||Taxes|
|Experience Level||Course ID||CPE Credits||Author|
|Overview||WR-130.LW||1||Arthur Werner, Anthony Rocca|
During this course we will look at the questions you may want to ask a client. This will benefit your ability to better understand your clients needs and the reason for his/her decisions. This allows you the ability to understand why they may or may not agree with some of your recommendations as well as possibly lead you to more options after understanding their needs. By knowing your clients background will help you address there needs and concerns so when you put a financial plan together with them or advise them of potential asset protections this may both you and your client will have a clearer understanding.
Who Should Attend: CPAs, EAs, attorneys, other tax professionals, and financial planners
Interviewing a client
Determining financial plans
Understanding your client and their needs
Identifying the protections available to meet your clients needs
|Event End Date||01-15-2019|