Practice Management 

    This section will help practitioners better understand and deal with the day-to-day issues they face in delivering personal financial planning (PFP) services. Practice management topics include compensation and fee arrangements, staffing engagement letters, reporting recommendations and professional liability insurance.




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    AICPA PFP Section Thought Leadership Panel

    Article This article from PFP Executive Committee chair, Lyle Benson, recaps a discussion of leading CPA financial planners covering a wide variety of technical and practice management topics (courtesy of CCH).
    Published on February 27, 2014

    Managing a PFP Practice

    Video Managing a PFP Practice will give you the guidance necessary to help you manage your practice successfully and profitably.
    Published on July 17, 2013

    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 organizational structure, strategic planning, and human capital.   To satisfy firms' needs, we have made
    Published on May 13, 2013

    AICPA/Moss Adams CPA Financial Planner Practice Study

    Article The PFP Division of AICPA and Moss Adams LLP are pleased to be conducting their first joint survey of CPA financial planning and investment advisory practices. This study will address performance and other operational characteristics in the CPA/advisory industry and will identify industry trends and practices of the most successful
    Published on October 01, 2012

    AICPA Moss Adams Complete Study (2007)

    Report This is the first study of CPA financial planning/investment advisory practices, by Moss Adams and the AICPA. This study draws upon detailed information provided by 431 practices falling into various business models across the country.
    Published on August 31, 2010

    Forefield Client Alert - New Vehicle Tax Deduction

    Newsletter As a result of the American Recovery and Reinvestment Act, if you purchase a new passenger automobile, light truck, or motorcycle (vehicles must have a gross weight rating of no more than 8,500 pounds) on or after February 17, 2009, and before January 1, 2010, you'll generally be able to
    Published on July 20, 2010

    AICPA Moss Adams Study 2007 - Executive Summary

    Executive Summary Executive summary from the 2007 AICPA/Moss Adams CPA Financial Planning Practice Study.
    Published on July 20, 2010

    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

    Marketing and Managing a Personal Financial Planning Practice

    Article Marketing is the communication of your message to people you want to do business with. Learn more about how to market Personal Financial Planning services, how to select a target market, how to develop a marketing mix, and how to implement the marketing plan.
    Published on May 11, 2010

    Practice Marketing

    Overview In order to be successful at any business, you need to be able to market your services. This section presents many ways to market your financial planning practice for success.
    Published on May 11, 2010

    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

    HCC Toolbox Series - Performance Management

    Guide Benefits of a well-run performance management process include the ability for firms to capture team member performance objectively and provide a basis for salary and promotion decisions. Learn more implementing this system and other details.
    Published on February 01, 2010

    HCC Toolbox Series - Work/Life and Retention

    Guide The Human Capital Center provides an array of tools, resources & research to educate employees and employers on work/life balance issues and help to manage the demands of work while enjoying life. Learn more of what's available.
    Published on February 01, 2010

    HCC Toolbox Series - Orientation-Assimilation

    Guide As retention challenges reach an all-time high for CPA firms, proper orientation & assimilation become one of the most critical aspects of retaining quality team members. Learn the stages of assimilation and set up a process for your firm.
    Published on February 01, 2010

    HCC Toolbox Series - Learning Culture

    Guide The Learning Culture section explores the impact that a learning environment can have on you, your clients and your firm. The section also identifies the diverse learning styles and interests of your team members.
    Published on February 01, 2010

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