Accountex USA | September 5-6, 2019 | Hynes Convention Center | Boston, MA

Delivering On The Promise Of Advisory

05 Sep 2019
11:35 am - 12:25 pm

Delivering On The Promise Of Advisory

Sponsored by Xero

Understanding advisory services can be overwhelming. With a variety of options and technology available, it’s essential you have a plan. In this presentation, you’ll get expert tips on making the transition to advisory services and find new ways to help your clients.

Learning objectives
*Understand products associated with advisory.
*Identify where to start with services you’re already equipped to offer.
*Learn how to deliver advisory effectively by prioritizing client goals and setting the right expectations.