AICPA CPA Insider

    Highlights of the 28th February Issue 

    Last month's AICPA Personal Financial Planning Conference in Las Vegas tackled the latest in estate planning and legislation, financial and healthcare reform, investment and retirement planning, and much more!

    But we realize not everyone's schedules made it possible for them to attend. As a trusted advisor to your clients, have you ever wondered how you could serve your clients better by offering financial planning services? Here’s your chance to find out. Don’t miss the 28th February issue of the CPA Insider.The issue will feature exclusive content from the speakers at the conference including articles based on the below sessions*.

    Click here to subscribe to the free weekly CPA Insider

    This special coverage will have a strong focus on practice management for CPA firms who offer or plan to offer financial planning:

    Making the Media Your Financial Planning Partner
    – by Mitch Freedman
    Develop ease in public speaking, and in dealing with reporters and the media.

    Re-Energize and Renew Your Relationships With High-Impact Client Review Meetings
    – by Edward Jacobson
    Client review meetings are the gateway to enduring client relationships. Learn
    how to maximize the positive impact of these meetings.

    True Stories From CPAs Who Have Grown Their PFP Practice Through Marketing
    – by Randy Thurman
    Informative, practical methods to immediately utilize in growing your PFP practice.

    Expand Your Financial Planning Practice Through Your Client’s Tax Return
    – by Lyle Benson
    How to best use your tax preparation practice to develop personal financial
    planning ideas for your clients.

    State of the Industry/Mission Possible: The Link Between Operational Efficiency and Increased Profitability
    – by Mark Tibergien
    Understand the wide range of operational risks confronting advisory firms today which, if ignored, will create a slow erosion of operational efficiency that will adversely impact profitability and, ultimately, the quality of client service.

    The Economics of Loyalty: Tactics to Engage Clients and Drive Growth
    – by Julie Littlechild
    What do clients need, want and expect in an advisory relationship? Practical ideas and tactics to
    leverage engagement into client referrals.

    The best part? It's free! Just make sure you are subscribed to receive the CPA Insider

    Click here to subscribe to the free weekly CPA Insider



    * subject to changes/edits

     

     

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    AICPA CPA Insider

    Newsletter The AICPA CPA Insider™ e-Newsletter delivers news, commentary, recommended products and professional development resources to subscribers.
    Published on September 17, 2013

    April 23, 2012 Special Conference Issue of the CPA Insider

    Article The April 23, 2012 issue of the CPA Insider will focus on the upcoming Practitioners Symposium and TECH+ Conference in partnership with the Association for Accounting Marketing Summit Featured content by  CPA Insider contributors Jennifer Wilson and Ji
    Published on April 13, 2012

    Highlights of the 28th February Issue

    Article Last month's AICPA Personal Financial Planning Conference in Las Vegas tackled the latest in estate planning and legislation, financial and healthcare reform, investment and retirement planning, and much more! But we realize not everyone's schedule
    Published on February 17, 2011

    Company in Distress Dont Wait Until Its Too Late

    Article Troubled companies can leave collateral damage in their wake. Don't let your firm be one of the victims. Here's what you need to do today to be a hero, not a chump.
    Published on January 28, 2011

    Coming this October

    Article   Cleaner, Sleeker Look  • With a better organization, and a fresh look, the Insiders will have more of the same valuable content in a contemporary design.
    Published on November 03, 2010

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