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    Sample Speech for CPA Financial Planner

    Speech Use this sample speech when addressing larger groups like a civic organization, professional group or the general public. It is intended to be information, presenting the benefits that come with using a CPA...
    Published on August 04, 2011

    Sample Speech for CPA/PFS

    Speech Use this sample speech when addressing larger groups like a civic organization, professional group or the general public. It is intended to be information, presenting the benefits that come with using a CPA...
    Published on July 28, 2011

    Positioning Statement for CPA/PFS

    Speech Use this elevator speech to help you clearly and concisely explain what is you offer as a CPA financial planner
    Published on September 08, 2011

    Positioning Statement for CPA Financial Planner

    Speech Use this elevator speech to help you clearly and concisely explain what is you offer as a CPA financial planner
    Published on September 08, 2011

    Sample PowerPoint Presentation for Promoting CPA/PFS

    Presentation PowerPoint presentation alongside a sample speech to be used as an easy-to-follow outline during the speech and can easily be tailored to your audience
    Published on April 26, 2013

    Sample Presentation for Promoting CPA Financial Planner - PPT

    Presentation Use this PowerPoint presentation alongside the sample speech. It serves as an easy-to-follow outline to use during the speech and can easily be tailored to your audience
    Published on August 13, 2014

    Sample Presentation for Promoting CPA-PFS - PPT

    Presentation Use this PowerPoint presentation alongside the sample speech. It serves as an easy-to-follow outline to use during the speech and can easily be tailored to your audience
    Published on August 13, 2014

    Sample PowerPoint Presentation for Promoting CPA Financial Planner

    Presentation PowerPoint presentation alongside a sample speech to be used as an easy-to-follow outline during the speech and can easily be tailored to your audience
    Published on April 26, 2013

    CPA Strong Campaign for CPA Financial Planner

    Overview Gain access to coordinated marketing materials around the theme “CPA Strong” designed to help build your financial planning practice.
    Published on April 26, 2013

    Fox Financial Planning Network Program Details

    Tools Learn how to provide CPAs in all business models and firm sizes with the step by step processes they need to effectively develop their PFP businesses via a holistic approach.
    Published on May 03, 2013

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