August 8, 2023


Webcast


1 CPE

Lunch and Learn: Client Analysis, Pricing & Handling Fee Objections

  • Instructor

    Bob
    Lewis

  • Instructor

    Doug
    Lewis

Learning Objectives

Learn about value pricing, client upscaling and more!

Major Topics

Value pricing

Client Upscaling

Building an advisory department to recruit to your firm

CPE Credits Available

1 CPE
1
Business Management & Organization

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Tax
  • Accounting & Auditing
  • Technology
  • Risk Management
  • Business and Industry
  • Legislative & Regulatory

Prerequisites

None

Advanced Preparation

None

Intended Audience

Anyone interested in assessing clients, pricing and recruiting new team members.

Provider

Colorado

This event has ended.