Search Results

    Page  1 2 3 4
    Showing results 1 - 10 of 34
    Order by:


    Business Models Referral Partner

    Report Referral relationships or joint ventures seem to be relatively rare in the industry according to the AICPA/Moss Adams study, with these types of respondents making up our smallest grouping...
    Published on January 29, 2010

    Business Models Solicitor/Referral

    Overview Learn about the Solicitor/Referral business model, its structure, how to implement it, and the registration and compliance issues
    Published on April 08, 2010

    Commissions and Referral Fees

    Professional Standards Commissions and referral fees are important issues to consider for personal financial planners and other tax professionals
    Published on March 05, 2013

    PFS Credential Referral Program

    Overview Information about the CPA/PFS credential referral program to promote the credential
    Published on February 26, 2013

    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

    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

    Why Hire a PFS

    Toolkit Use these resources, as part of the PFS Marketing/Media Toolkit, to assist you in promoting the PFS credential to the media and to your clients.
    Published on August 28, 2013

    CPA/PFS Business Development Toolkit

    Overview Marketing templates, tools and resources to help a  CPA/PFS credential holder market their financial planning services.
    Published on February 18, 2014

    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

    What do you do

    Assessment Navigate the regulatory minefield and compliance issues with this interactive quiz that will help you determine which business model suits you and your firm and will direct you to the applicable compliance issues and other important matters
    Published on February 18, 2010

    Page  1 2 3 4
    Showing results 1 – 10 of 34
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.