WORKSHOP: Master CAAS and Empower Your Advisory Services (X2-59270)

After attending this presentation, you will be able to...

• Identify two main categories of mental obstacles to help you expand your CAAS
• Apply narrative structure to clarify the fundamental differences between compliance and advisory services
• Create internal buy-in in your firm Convert current clients to CAAS
• Identify how to acquire knowledge of a system for selling
• Move away from hourly billing to value pricing
• Create different packages
• Utilize a system for pricing
• Apply a CAAS Delivery Framework to prospect and client work
• Utilize a self-assessment to uncover client needs
• Enhance client profitability through benchmarking
• Advise clients on effective cash flow strategies
• Design and recommend technology application stacks
• Identify the narrative structure's application to the CAAS advisory role
• Apply the psychology of meaning attachment (""The Thing Under the Thing"") to the process of effective client advisory
• Apply the ABT (""And. But. Therefore."") framework to conflict resolution and overall clarity in client communication.