How to Make Time to Provide Personal Financial Planning Services
Tax compliance deadlines don't have to hold you back from kickstarting your personal financial planning service. Learn how you can combine the two and build a thriving client base.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1.5
Instructor
Edward Mendlowitz
Availability
3 months
Product Number
WC3903393
Build your PFP service
Are tax compliance deadlines interfering with your plans to establish a personal financial planning advisory service?
You have the experience, knowledge, and drive to provide your clients with holistic personal financial planning services —including tax, retirement, estate, investment, and risk management planning —but juggling tax deadlines and advisory work is hard.
In this webcast, you'll learn how to combine tax deadlines and PFP planning services by introducing your tax clients to PFP services. We'll discuss:
- How you can create more time in the day to do the work you love
- Why every tax client needs financial planning advice
- How to uncover and fill the need for PFP services
- Prioritizing productive clients
- Introducing and onboarding tax clients to financial planning services
- Billing methods, including subscription models
- Advice for establishing a sustainable cash flow
- How to offer "second opinion" financial planning services
Key Topics
- How to find time to provide personal financial planning services
- How to let go of non-ideal clients
- How to package tax and financial planning services to show their value
- How to create a sustainable cashflow providing personal financial planning services
Learning Outcomes
- Identify strategies to provide holistic personal financial planning services.
- Recognize your ideal clientele and develop methods to let go of your non-ideal clients.
- Determine how to package your tax and financial planning services to show the value to your clients.
- Identify billing methods to establish a sustainable cashflow.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment, and risk management planning services
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