This course discusses the various pressures impinging on CPA firms financial well being in the future, both internal and external, and what might be done to mitigate these and thrive. From the Jobs at risk of automation study performed by the University of Oxford to the most recent findings at the AICPA executive conference regarding the increased level of competition from non-CPA firms, this topic should interest every CPA firm concerned about their future. A practical discussion of what has worked and what has not providing ideas where firms can extend their consultative services. These types of services are actually desired by their clients, and CPA’s are in an ideal position to offer them as they are trusted advisors.
Learning Objectives:
www.lifeinsurancedr.com
The Life Insurance Doctor
[email protected]
(561) 314-3100
David Kottler is a renowned speaker, author, financial planner and entrepreneur who combines his leagal and business experience with a passion for philanthropy. As the Insurance Doctor, David creates game-changing results for his clients by using an innovative "True Value" life insurance review process that has generated millions of dollars for his clients in the last few years alone. He pursues his passions of philanthropy, golfing, and helping clients understanding the "why" behind their planning. David lives with his wife, Marcela in Boca Raton. Together, they have raised a blended family of nine children and nine lovely grandchildren.