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    CPA Financial Planner Business Development Toolkit

    Overview A toolkit to assist the CPA financial planner in promoting their services with the public and media
    Published on August 28, 2013

    Media Toolkit Getting Started - FirstSteps

    Article
    Published on May 07, 2010

    Media Toolkit Getting Started - Relationships

    Article Immediate activities and tips for practitioners that have never worked with the media in the past.
    Published on May 07, 2010

    Power Tools for Planners The Essential Toolkit for Effective Relationships and High Performance

    Webcast Listen to Ed Jacobson, PhD and Ted Sarenski, CPA/PFS as they discuss the toolkit for financial advisors for sustainable client relationships and enhanced productivity
    Published on June 03, 2011

    PFP Practice Management Toolkit

    Article Welcome to the Practice Management Toolkit brought to you by the PFP Team and PCPS! Your firm’s biggest asset is its people, and the growth of your firm depends on the quality of its...
    Published on May 13, 2013

    PFP Champion Toolkit

    Tools The PFP Champion Toolkit is designed to provide CPA financial planners who are building a PFP presence in their state with support, networking opportunities and resources
    Published on April 23, 2014

    PFP Emerging Professionals Outreach Toolkit - FAQs

    FAQ The PFP Emerging Professionals Outreach Toolkit FAQs can be printed and used as a handout for the audience
    Published on August 07, 2013

    Emerging Professionals Outreach Toolkit Instructions

    Toolkit The resources in the PFP Emerging Professionals Outreach Toolkit will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs. These instructions walk you through the...
    Published on December 21, 2010

    Gearing Up - Television and Radio Interviews

    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 focuses on television and radio...
    Published on May 07, 2010

    PFP Emerging Professionals Outreach Toolkit

    Toolkit These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
    Published on August 28, 2013

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