Free Webinar

While many firms are eager to transform their practices through innovative pricing and packaging strategies for CAS (client advisory services), the foundation for such transformation involves much more. In this essential webinar, we delve into the critical preliminary steps that set the stage for successful implementation of a CAS pricing and packaging strategy.

Before you can effectively price and package your services, your firm must achieve internal alignment regarding the vision and value proposition of CAS. We'll explore how to identify your ideal client profiles, ensuring that your services meet the precise needs of your target market. You’ll learn why it’s vital to foster a firm-wide vision for CAS that resonates across all team members, enhancing client management strategies and streamlining your service offerings.

Additionally, this webinar will guide you through best practices for culling clients who do not align with your strategic goals, and will share ideas for pinpointing your key market differentiators that set you apart in the industry.

Join us to build a robust foundation in your firm that will support future innovative pricing and packaging strategies, paving the way for a transformative CAS practice.

Learning Objectives:

• Identify key components necessary for establishing a firm-wide vision and value proposition for client advisory services (CAS).
• Analyze methods for identifying ideal client profiles to ensure alignment with your firm's strategic goals.
• Evaluate client management strategies that enhance service offerings and client satisfaction.
• Determine key market differentiators that can position your firm as a leader in the industry.