Financial Planning: the CPAs Practice Guide
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More About This Title Financial Planning: the CPAs Practice Guide
English
Describes a systemic process that utilizes such established concepts as organizing engagements, gathering client data, customizing client analyses, developing recommendations, preparing client reports and presentations. Discusses various work programs, engagement correspondence, checklists and other practice aids which can be used to enhance the financial planning process. Includes less traditional financial planning concepts such as becoming licensed to offer financial products.
English
Partial table of contents:
ATTITUDE—YOU MUST BE POSITIVE ABOUT YOURSELF, YOUR CAREER, AND YOUR STAFF.
Determine Your Lifestyle Attitude.
Conserving Your Most Valuable Resource—Time.
SELLING—MARKETING FINANCIAL PLANNING SERVICES AND PRODUCTS.
Designing a Marketing Plan—Finding Your Niche.
Selling from the Financial Plan.
Marketing to Small Businesses.
Other Marketing Tips.
TECHNICAL—THE TOOLS OF FINANCIAL PLANNING.
Retirement Plans.
Estate Planning.
Asset Protection.
Charitable Giving.
PRODUCTS—THE KEYS TO SUCCESSFUL FINANCIAL PLANS.
The Perfect Product.
Tax Exempts.
Equities and Annuities.
Long-Term Care Products.
Appendices.
Index.
