Grow Your Practice Beyond Taxes with Value Added Financial Planning
Learn how to build a successful tax and financial planning practice that goes beyond technical skills.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1
Instructor
Christopher Benson, Timothy M. Todd, Carolyn Larsen-Wieber
Availability
3 months
Product Number
WC3431557
Adding financial planning to your tax practice
Part 2 of this 2-part webcast series will guide you through the practical side of evolving your practice.
You'll learn how seasoned CPAs have built successful tax and financial planning practices:
- Identifying clients who are suitable for financial planning services
- Converting tax clients to financial planning clients
- Automating and outsourcing services to create time to provide financial planning services
- Pricing financial planning services
- Creating a rewarding experience for clients
This webcast qualifies for CPA and PFS continuing professional education credit and has been submitted for CFP credit approval.
Key Topics
- Ideal clients for personal financial planning services
- Business models and pricing methods for personal financial planning services
- How to communicate financial planning services to existing clients
- Technology and other solutions to free up time to serve clients
Learning Outcomes
- Identify your clients who would gain the most value from personal financial planning services.
- Recognize when clients may not be best served by your firm.
- Determine software and other solutions to free up time.
- Identify ways to encourage existing clients to pursue financial planning services.
- Recognize business models and pricing methods for financial planning services.
Who Will Benefit
- CPAs
- Financial planners
- Tax professionals
- Other qualified professionals
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2 to 5 registrants
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