Client Advisory Services (CAS) can be a profitable addition to your practice. How do you develop an effective, profitable offering? What are the considerations for service creation, controlling scope creep, people management, product selection, and scalability? What services should be offered? While many vendors have CAS programs they want you to adopt, when you attend this session you will receive an independent blend of profitable strategies and straightforward advice.
- Select CAS technologies for your firm from proven options
- List service offerings
- Differentiate between levels of service
- Create a profitable CAS plan for your firm