Turn Financial Metrics Into Client Insights Through Benchmarking
Автор: Earmark
Загружено: 2025-12-18
Просмотров: 140
Описание:
Discover how to use benchmarking to elevate client conversations and deliver actionable advisory insights. Learn to identify the right metrics, compare clients to industry peers, and transform analysis into strategic recommendations. Explore common ratios, industry-specific benchmarks, reliable data sources, and effective presentation techniques that drive meaningful discussions with your clients and position you as a trusted strategic advisor.
Instructor(s):
Glenn Dunlap - / glenn-dunlap
Learn more about Peerview Data: https://www.peerviewdata.com/
🔔 NASBA-approved CPE and IRS-approved CE credits are offered via Earmark (https://www.earmark.app). Live attendees will receive an email when the QAS Self-Study course is ready (typically within two business days post-webinar).
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