Intuit's Top Tips for Selling Advisory Services Webinar


October 20, 2022

2:00 PM CT

Speaker: Josh Lance

CPE Credit: 1

When was the last time you refined your sales process? Now that we’re past the tax filing deadline, it’s a great time to re-imagine your sales process and start cross selling advisory services to your existing clients. When accounting professionals lean into their advisor role with their clients, they can unlock tremendous value. In today’s new world, a modern advisor is an invaluable asset to a client’s business, supporting employees’ livelihoods and helping economic recovery. Register here.