Q & A with Clark Blackman on Fiduciary Handbook from a Small Business Perspective
FAQ:
This interview with Clark Blackman shows how the Fiduciary Handbook provides meaningful guidance to small CPA firms
Published on March 29, 2011
An Interview with Debra Wright
Member Profile:
Debra Wright is an audit manager with the firm of Hereford, Lynch, Sellars & Kirkham, P.C. in Conroe, Texas. She became interested in CPA ElderCare Services about two years ago, and convinced the firm that this would be an attractive practice area given the demographics of their market.
Published on October 13, 2010
An Interview with Mike Seefeld
Member Profile:
CPA Mike Seefeld is a director of Elder Planning Services at KBA Group LLP in Dallas. A former tax practitioner, Seefeld began considering Elder Planning services about three years ago. Read more about his transition to working in Elder Planning services.
Published on April 28, 2011
Family Data Interview
Template:
Download the Family Data Interview worksheet to identify your client's family goals. The worksheet provides sample questions that your client should answer
Published on March 24, 2011
Members in the News
Overview:
See recent media interviews in which CPA Financial Planners, including PFS credential holders, have participated on various personal planning topics. Many of these interview opportunities have been brought to your community by the...
Published on March 01, 2011
Gearing Up - Interview Tips
Media Outreach:
This section of the toolkit, "Gearing Up", is designed to provide you with a basic understanding of how to prepare and handle media interviews of all types. This section provides interview tips
Published on May 07, 2010
Family Date Interview Worksheet
Template:
Use this template to record pertinent information about the client's family and financial goals for the personal financial planning engagement.
Published on March 24, 2011
Media Talking Points
Article:
Good talking points serve as a ""script"" for your use during media interviews and presentations. Here are some helpful tips for organizing your material for a successful interview
Published on May 11, 2010
Preparing to Work with the Media
Media Outreach:
...and techniques to prepare yourself to be more effective with the media. Use these items to learn for the first time, or just to brush up before the latest interview
Published on January 28, 2011
Guidelines for Talking With the Media
Media Outreach:
Read how to get your message out to the media and avoid some of the common pitfalls people make in giving interviews. The 20 succinct tips can help you develop the skills to make the interview valuable for you, the interviewer, and the interviewer's audience
Published on April 18, 2010
AICPA Personal Finance Report Card
Checklist:
The following report card represents a starting point that can be used to summarize a client’s financial situation. This report card was developed as an interview tool with new clients and as a way of periodically reviewing client progress: not only does it help identify the important issues, but it
Published on May 17, 2013
CPA/PFS Media Advocates Application
Application:
Application for CPA/PFSs to become a part of the CPA/PFS Media Advocates to be involved with media training and interview opportunities
Published on August 07, 2012
Personal Finance Report Card
Tools:
This assessment represents a starting point that can be used to summarize a client’s financial situation. It was developed as an interview tool with new clients and as a way of periodically reviewing client progress
Published on April 16, 2013
Guidelines for Media Communications
Article:
Speaking with the press provides invaluable free advertising and does not have to be an ordeal. Let us walk you through the process with these easy guidelines for media communications.
Published on May 11, 2010
Benefits of Becoming a CPA/PFS
Article:
The PFS credential provides both tangible and intangible benefits for CPA financial planners.
Published on June 26, 2012