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    Gearing Up - Training Staff

    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 tips on how to train support staff to handle a call from a reporter.
    Published on May 07, 2010

    You are the Value - Markekting Flyer

    Tools Marketing Flyer - Leo Pusateri, president of Pusateri Consulting and Training, discusses how the Value Revolution, the Changing Client and the Client’s Dilemma require Financial Entrepreneurs to develop powerful, personal answers to the seven critical questions of distinction, and...
    Published on October 09, 2012

    You are the Value - Workbook

    Presentation Leo Pusateri, president of Pusateri Consulting and Training, discusses how the Value Revolution, the Changing Client and the Client’s Dilemma require Financial Entrepreneurs to develop powerful, personal answers to the seven critical questions of distinction, and...
    Published on October 09, 2012

    You are the Value

    Webcast In this web seminar, Leo Pusateri, president of Pusateri Consulting and Training, discusses how the Value Revolution, the Changing Client and the Client’s Dilemma require Financial Entrepreneurs to develop powerful, personal answers to the seven critical questions of distinction, and...
    Published on October 09, 2012

    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

    Gearing Up - Introduction

    Media Outreach ...of how to prepare and handle media interviews of all types. Although we attempted to make this section comprehensive, it is not a substitute for an in-depth media training experience
    Published on May 07, 2010

    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

    How to Systematize the Delivery of Financial Planning or Wealth Management Services

    Webcast This session will provide you with actionable, to-the-point ideas on how to systematize the delivery of your planning services.
    Published on September 09, 2012

    Tips for Developing a Technology Plan

    Article Create a one, three and five year plan. Visualize how you want technology to leverage your firm. Consider hiring a consultant or read up on the topic. Visit firms you admire that are technology savvy. Establish goals for hardware and
    Published on April 12, 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

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