Name
Introduction to Client Advisory Services (CAS) Workshop
Date & Time
Friday, February 7, 2025, 11:00 AM - 3:00 PM
Speakers
Description
- Why Client Advisory Services?
- Defining your firm’s CAS Vision
- Selecting ideal CAS clients
- Building your CAS staffing model
- Planning for CAS technology
- CAS pricing approaches
- Measuring CAS success
- Planning your CAS strategy