The CPA s Guide to a Successful Financial Planning Practice: Selling Financial Investments and Marketing Advisory Services
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More About This Title The CPA s Guide to a Successful Financial Planning Practice: Selling Financial Investments and Marketing Advisory Services
English
About the author JIM H. AINSWORTH, CPA, CFP, CLU, is cofounder of 1st Global Partners, Inc., a diversified financial services firm offering a wide range of quality financial services to individuals and businesses. A featured speaker at numerous conventions, workshops, and seminars on financial planning, he is a nationally recognized expert in adding complete financial services as a profit center for CPA firms.
English
Partial table of contents:
MARKETING.
Sales and Marketing—TOPS.
Finding Your Niche: Designing a Marketing Plan.
Selling During Tax Season.
Marketing to Small Businesses.
Success with Seminars.
Other Marketing Tips.
PRODUCTS.
Selecting and Selling the Perfect Product.
Mutual Funds.
Tax Exempts.
Annuities.
Insurance Products.
ATTITUDE.
Awareness.
The Necessity of Setting Goals.
Conserving Your Most Valuable Resource—Time.
Finding Time to Increase Profits in Your Practice (Adding Financial Planning and Products).
Index.
