Your presenter has years of experience providing both fixed fee project and subscription based Advisory Services to his clients. In this session, he will not only share with you valuable practice management best practices but also share with you multiple examples of the types of services you can offer to your clients (with pricing) as soon as you return to your office. Our goal is to get you information that can create immediate profit while you decide if you want to build out a more comprehensive offering over time.

Learning Objectives:
1. Learn useful and actionable best practices to help you successfully implement Advisory Services into your practice
2. Obtain real world examples (WITH PRICING) of types of Advisory Services you can implement as soon as you get back to your office.
3. Obtain additional resources that will bring value to your firm and your clients.