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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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CPA Insider July 12, 2010

Article: In this issue get tips on how to: Blog and Tweet Your Way to Firm Growth, Make the Most of Your Facebook Page and Avoid Fraud.
Published on January 08, 2013

CPA Insider - December 20, 2010

Article: Tips for Engaging Your People by Being Grateful, The Tricky Rules on Incentive Stock Options and Navigating Business Income Losses in Uncertain Times.
Published on January 08, 2013

CPA Insider - August 24, 2010

Article: Tips for Using Thought Leadership to Achieve Trusted Advisor Status, Doing Business in the Cloud, Accounting for Financial Instruments and more.
Published on January 08, 2013

AICPA CPA Insider December 13, 2010

Article:
Published on January 08, 2013

AICPA Insider August 16, 2010

Article:
Published on January 08, 2013

CPA Insider - August 9, 2010

Article: Learn about Marketing on Steroids, Opportunities for CPAs Assisting Older Clients With Housing Decisions, What Keeps CPAs Up at Night and more in this issue.
Published on December 27, 2012

AICPA CPA Insider September 7, 2010

Article:
Published on October 23, 2012

CPA Insider May 17, 2010

Article:
Published on September 24, 2012

Data Security in the Cloud

Article: James Bourke What CPA firms can lose if they don't address three key issues before migrating to the cloud. Blogging, the embrac
Published on May 02, 2012

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

AICPA CPA Insider

Newsletter: The weekly AICPA CPA Insider™ delivers need-to-know news, surveys, hard-hitting commentary and professional development resources to over 235,000 CPAs. We cover practice development strategies, IFRS, technology and much more. Subs
Published on April 02, 2012

On the E.D.G.E with Apps

Article: The E.D.G.E conference in August 2011 will have it's very own cool app.
Published on July 18, 2011

AICPA CPA Insider - September 20, 2010

Article:
Published on July 18, 2011

Featured Sessions from the E.D.G.E Conference

Article: Featured sessions from the EDGE Conference for Young CPAs
Published on July 18, 2011

AICPA CPA Insider - 2011

Article:
Published on July 15, 2011

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Related AICPA Products

Unlocking the Mystery of Healthcare Planning for Retirement: Second Edition

Modern medicine has extended life expectancy, but the added years often come at a high cost--and most of these costs are not covered by Medicare. Advisers must understand what Medicare can and cannot do. This guide gives you the information you need to help your clients make the healthcare decisions that will directly impact their retirement planning.

Bull's-Eye! The Ultimate How-To Marketing & Sales Guide for CPAs

Build marketing initiatives that produce results for your firm. Created with 37 of the industry's most successful marketing and sales minds, this compendium of marketing know-how shows you how to build your marketing team, implement marketing techniques that get you noticed, connect the dots between marketing and sales, and measure results.