20 – 21 March 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

20 - 21 MARCH 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

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How to Expand Into Financial Planning and Business Advisory

Theatre 5
Financial Planning Next Conference

The combination of new technology, emerging competition, pricing pressures and client demand has created opportunities for accounting firms to expand into financial planning and advisory services. How can you create opportunities for cross referral work between the financial planning and accounting teams and integrate these services into your firm?

Key takeaways:

  • Find out how to engage tax clients with lucrative add-on financial planning and advisory services
  • Discover how to use a “What’s Important to You” approach to identify cross referral opportunities
  • Learn how an accounting firm has taken on this task and won!