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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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2013 Practitioners Symposium and Tech+ Conference in Partnership with the Association for Accounting Marketing Summit

June 10-12, 2013 - Designed to help practitioners take a look at where you are today and what you’ve learned over the past year along with developing new goals and plans using practical strategies and best practices.

On Your Own! How to Start Your Own CPA Firm, Second Edition

Written for potential and new solo practitioners, this book guides you through the transition from working for a CPA to being your own boss, as well as navigating potential stumbling blocks and achieving success.