Practice Marketing

    Practice Marketing 

    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.


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    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

    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

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    Related AICPA Products

    e-MAP: Management of an Accounting Practice Handbook

    Created by top CPA practitioners, e-MAP is a vast collection of practice management guidance and tools brought together in one place.

    CPA Client-Advances in Tax Planning 2013

    Optimize your year-end client and prospect communications with this topical, timely year-end tax planning content for your clients. Now available in a flexible, editable MS Word format that can be used through a wide variety of channels, as well as a polished PDF newsletter format that can be used as-is via direct mail, e-mail, or your firm's website.

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