Financial Planning For CPAs,Second Edition
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More About This Title Financial Planning For CPAs,Second Edition
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This book is a comprehensive reference source for CPAs who provide, or want to provide, personal financial planning services. It includes guidelines and strategies on how to make the transition from a traditional accounting practice to financial planning and investment advisory services. It also shows CPAs how to convert existing clients to financial planning, and gives advice on communication techniques, structuring an investment advisory entity, and monitoring and measuring planning results.
English
Introduction: Expanding Your Practice with Financial Planning.
ATTITUDE: YOU MUST BE POSITIVE ABOUT YOURSELF, YOUR CAREER, AND YOUR STAFF.
Attitude Is Everything.
Conserving Your Most Valuable Resource-Time.
Finding the Time and Resources to Expand Your Practice.
SELLING: MARKETING FINANCIAL PLANNING SERVICES.
Generating Sales Using TOPS.
Designing a Marketing Plan-Finding Your Niche.
Selling Financial Planning Services during Tax Season.
Implementing Plans.
Using Mailers and Tangibles.
Marketing to Small Businesses.
Success with Seminars.
Other Marketing Tips.
GETTING STARTED: THE PRACTICE ISSUES.
The Personal Financial Planning Engagement.
Should You Partner with a Broker-Dealer?
What Should Financial Planners Look for in a Broker-Dealer?
Registering as an Investment Advisor.
Regulatory Compliance for Registered Investment Advisors.
How to Establish an Investment Management Service.
Licenses and Registrations.
TECHNICAL: THE TOOLS AND PRODUCTS OF FINANCIAL PLANNING.
Investment Planning.
Education Funding.
Risk Management and Insurance Concepts.
Retirement Planning: The Process and the Plans.
Long-Term Care.
Estate Planning.
Asset Protection.
Index.
ATTITUDE: YOU MUST BE POSITIVE ABOUT YOURSELF, YOUR CAREER, AND YOUR STAFF.
Attitude Is Everything.
Conserving Your Most Valuable Resource-Time.
Finding the Time and Resources to Expand Your Practice.
SELLING: MARKETING FINANCIAL PLANNING SERVICES.
Generating Sales Using TOPS.
Designing a Marketing Plan-Finding Your Niche.
Selling Financial Planning Services during Tax Season.
Implementing Plans.
Using Mailers and Tangibles.
Marketing to Small Businesses.
Success with Seminars.
Other Marketing Tips.
GETTING STARTED: THE PRACTICE ISSUES.
The Personal Financial Planning Engagement.
Should You Partner with a Broker-Dealer?
What Should Financial Planners Look for in a Broker-Dealer?
Registering as an Investment Advisor.
Regulatory Compliance for Registered Investment Advisors.
How to Establish an Investment Management Service.
Licenses and Registrations.
TECHNICAL: THE TOOLS AND PRODUCTS OF FINANCIAL PLANNING.
Investment Planning.
Education Funding.
Risk Management and Insurance Concepts.
Retirement Planning: The Process and the Plans.
Long-Term Care.
Estate Planning.
Asset Protection.
Index.
