Client Letter Template
Template:
From time to time it is beneficial to send letters to your clients that include reminders about the types of services that you can provide them. As a special marketing benefit for PFS credential holders, a letter template regarding incapacity issues...
Published on April 09, 2010
Advisor Message Compendium
Article:
In this e-column, Bob shares a compendium of client letters written by readers that offer their perspective about the current market turmoil
Published on August 10, 2011
E-Column - August 9, 2011
Article:
In this E-Column, Bob shares resources to assist with the recent economic turmoil and the S&P downgrade of U.S. debt. He also asks members to share client letters offering perspective about the current market turmoil in order to pool efforts and develop better communications
Published on August 09, 2011
Planning After ATRA and The Medicare Surtax Toolkit
Tools:
Use these financial planning tools and resources to help you educate your clients and proactively plan for the changes in 2013
Published on June 19, 2013
Tax Season Resources
Overview:
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on March 20, 2013
PFP Division 2011 Year in Review
Article:
...2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review
Published on April 25, 2013
CCH Roth Conversion Sample Client Letter
Sample Letter:
Use this sample letter from CCH to communicate with clients on Roth conversion planning
Published on May 27, 2010
3.8% Healthcare Surtax Sample Client Letter
Sample Letter:
Customize this letter to your clients to illustrate issues and planning strategies with the Medicare surtax
Published on September 09, 2012
Illustrative Engagement Letter
Sample Letter:
A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
Published on April 03, 2012
Financial & Estate Planning What Should Your Clients Do Now
Webcast:
In this web seminar, you will learn about the multitude of issues you should consider in various areas of estate and financial planning regardless of the uncertain political, economic and tax picture we currently face.
Published on June 05, 2013
Illustrative Engagement Letter Long Form
Sample Letter:
A detailed PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
Published on April 03, 2012
Comment Letter on Proposed Rule Custody of Funds or Securities of Clients by Investment Advisers
Comment Letter:
Comment Letter to SEC on Proposed Rule: Custody of Funds or Securities of Clients by Investment Advisers from Barry Melancon
Published on April 27, 2010
Sample Engagement Letters
Overview:
Engagement letters are used to establish a formal relationship with a client. This section provides you with sample engagement letters to be used for various types of financial planning engagements
Published on January 15, 2013
Bob Veres Referral Letter (Female)
Article:
Bob Veres’ Referral Letter is designed to help you start the referral conversation with your clients
Published on May 16, 2011
Bob Veres Referral Letter (Male)
Article:
Bob Veres’ Referral Letter is designed to help you start the referral conversation with your clients
Published on May 16, 2011