2021 Best planning ideas for you, your clients, and your business | PFP learning library webcast archive
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2021 Best planning ideas for you, your clients, and your business | PFP learning library webcast archive

6 months ago · 1 hour 57 min watch

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2020 was an unprecedented year with a health crisis that has no certainty of an end in sight. The ramifications to our personal and professional lives have been far and deep.

Join a panel of leading CPA financial planners as they discuss how their firms have changed as a result of COVID-19, and their best ideas for success as we head into the new year, including:

  • Keeping staff engaged while working remotely

  • Leveraging technology to increase effectiveness within firms

  • Maximizing

Download the Handout: 2021 Best Planning Ideas for You, Your Clients, and Your Business

File name: 20210121-best-planning-ideas

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