Prix Fixe: Transform Your CPA Practice, Transform Your Life WEBINAR
Overview
The goal of this workshop is to reimagine what your practice can look like and how it can create a better outcome for all. This includes connecting with your best clients, uncovering their true needs, and positively impacting their lives in ways far beyond filing their tax returns. When taking this approach, many have found they feel more fulfilled not only in the work they are doing, but in their own personal lives as well.
Highlights
Reimagine what your practice can look like and how it can create a better outcome for all.
Prerequisites
None.
Designed For
CPAs. CEOs, CFOs and other business leaders.
Objectives
How you can provide the most value to your clients. What you can do to help them in more intangible ways. How helping your clients helps fulfill your own personal life.
Preparation
None.
Notice
None.
This event is part of the following bundles:
Leader(s):
Leader Bios
Matthew Hersch, Executive Director, Morgan Stanley Wealth Management
Matt Hersch is a Financial Advisor with Morgan Stanley and has been helping clients with their financial planning needs since 2003. Matthew joined the firm immediately after graduating from Western Washington University, where he obtained his Bachelor’s degree in Finance. As a Certified Financial Planner®, Matt focuses on working with clients to develop financial strategies helping clients and their families realize their goals.
Matt received the 2015-2021 Five Star Wealth Manager Award and the 2019-2020 Forbes America’s Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-in-State Awards. He also received the 2021 Forbes Best-in-State Wealth Advisors Award.
Matt and his wife, Alissa, are both natives of the Seattle area and now reside on Queen Anne, with their daughter, Blakely. In his free time, Matt enjoys photography, skiing, cycling, or cooking up a new meal.
Non-Member Price $60.00
Member Price $40.00