According the AICPA, it is estimated over the next 10 years over 6,600 CPAs and Tax Professionals will be adding Financial Planning Services into their tax practice as an additional service for their clients. CPAs/Tax Professionals have three choices to consider:
1. Not offer (and let the competition distinguish themselves.)
2. Become the Financial Advisor (and spend time, effort, and money learning a completely new profession.)
3. Bring in an outside professional (and oversee the advice being given to clients).
This informative webinar will educate CPAs/Tax Professionals on how to successfully offer Financial Planning Services in concert with Tax Services, utilizing a systematic, proven approach. This allows a firm to offer a better overall advice package leading to better outcomes for clients, while providing market differentiation in an increasingly competitive industry, and much needed revenue to the bottom line of the accounting firm.
Understanding the Financial Services Landscape: Affiliation Models.
Case Study: Collaborative Approach Towards Tax, Estate, and Financial Planning Services Evaluating Options to Incorporate Financial Planning Services
Disconnect Between the Accounting and Financial Services Industry.
Keys To Successfully Integrating Your Tax Advice with Financial Planning Advice.
New Clients, Inc.
(609) 870-8116
Todd Steinberg offers more than 20 years of experience emphasizing sales, marketing, and business development in marketing accounting services. The scope of Todd’s experience has spanned virtually all aspects of the accounting practice industry. A respected leader in the industry, his experience includes teaching and implementing proven marketing strategies, integrating financial planning and payroll services into accounting practices, outsourcing best practices, and offering forward-looking business advisory services. Todd has also been a featured speaker at regional and national conferences as an authority on marketing accounting services. Todd is Series 7, 66, Life, Accident & Health Licensed.