In our latest edition of CEO Conversations, FICPA President & CEO Shelly Weir is joined by CPS Investment Advisors' CPAlliance Director Shawn McCabe.
This is a talk centered on financial planning and Client Advisory Services.
Shelly and Shawn will cover what firms and practitioners need to know if they're considering adding CAS. They'll also illustrate the value of becoming a Personal Financial Specialist (PFS) and Registered Investment Advisor (RIA). Finally, they'll discuss both the benefits of and hurdles to adding CAS, as the accounting industry continues to evolve.
Click on the player above to enjoy the conversation!
Topics
