How to Systematize the Delivery of Financial Planning or Wealth Management Services 

Seminar recording | Presentation materials

Whether you are currently providing other areas of financial advice to your clients besides tax advice or have been considering doing so, this session will provide you with actionable, to-the-point ideas on how to systematize the delivery of your planning services.

As a CPA and with 10,000 Baby Boomers retiring every day for the next 18 years, the time has never been better for you to provide other areas of financial advice to your clients.

The AICPA has been working hard to provide you with specific training and resources targeted to help you:
  • Systematize your practice
  • Determine how to manage both a tax practice and financial planning practice
  • Create consistency when delivering your services
  • Increase your billable hours
The session is presented by Deborah Fox, the founder of Fox Financial Planning Network and a practicing financial planner for over 25 years. Deborah is nationally known for her unique systematized planning processes and for instructing and coaching tax professionals and financial advisors on how to work more efficiently in order to free up time and increase revenues, all while delivering a higher level of client services.


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