Practice Management Webcasts 


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    CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession
    (11/13/2014) Lyle Benson, Ernest Clark, Michael Goodman, Randy Abeles

    CPA Financial Planning Thought Leadership: Investment Planning
    (11/12/2014) Lyle Benson, Joanne Hagopian, Scott Sprinkle, Tom Trainor

    CPA/PFS Perspectives - Addressing Client Life Insurance Questions in your Practice
    (11/06/2014) Marc Minker, Susan Bruno, Susan Tillery, Leonard Wright

    Be in Demand: Building a Career as a CPA Personal Financial Planner
    (8/28/2014) Richard Joyner

    CPA Financial Planning Thought Leadership: Being the Adviser of Choice

    (7/15/2014) Lyle Benson, Clark Blackman, Dirk Edwards, Tom Trainor

    CPA/PFS Perspectives: The Seamless Integration of CPA and RIA Firms
    (6/9/2014) Marc Minker, Randy Abeles, Jonathan Gassman, and Steve Levey

    Statement on Standards in PFP Webcast Series

    Do the New Personal Financial Planning Standards Apply to You?
    (12/6/2013) Clark Blackman and Dirk Edwards

    How to Attract Clients to Your Financial Advisory Firm by Finding a Niche

    (9/10/2013) Deborah Fox


    Using Interns to Begin the Evolution from Solo Financial Advisor to Ensemble Firm

    (9/5/2013) Deborah Fox

    Using a Workflow System and Integrated Technology Solutions to Deliver Consistent Client Services Efficiently & Profitably

    (9/4/2013) Deborah Fox

    You Are The Value! The Challenge to Know, Price and Sell Your Value
    (9/19/2013) Leo Pusateri

    Effective Use of Marketing and Media Resources for CPA/PFS Credential Holders
    (8/8/2013)  Jonathan Cox and Susan Josephson

    Defend Your Business Against Hacking, Phishing, and Spoofing Attacks
    (8/6/2013) Bill Winterberg

    Advertising and Regulatory Examinations: What CPA Financial Planners Need to Know
    (6/19/2013) Ellen Bruno

    Advising and Communicating with Clients in the Current Market and Interest Rate Environment
    (6/6/2013) Lyle Benson, Jean-Luc Bourdon, Michael Goodman, Joan Malloy, and Scott Sprinkle

    The Mobile Adviser: Everything financial advisers need to know to be safe, connected, and productive in the Mobile Age
    (5/15/2013) Bill Winterberg

    Trends in Pricing: How to Charge for Financial Planning or Wealth Management Services to Be Profitable
    (8/7/2012) Deborah Fox

    Building and Utilizing a Workflow System to Increase Productivity, Revenues, and Client Satisfaction
    (8/2/2012) Deborah Fox

    Use Your Current Client Base to Generate More Revenues, Attract New Clients and Create Clients for Life
    (7/26/2012) Deborah Fox




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