Search Results

    Page  1 2 3 4 5 >> 
    Showing results 1 - 10 of 71
    Order by:


    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...
    Published on May 11, 2010

    CPA/PFS Business Development Toolkit

    Overview Marketing templates, tools and resources to help a CPA/PFS credential holder market their financial planning services
    Published on February 18, 2014

    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...
    Published on October 09, 2012

    Marketing Brochure for CPA Financial Planner - For External Use

    Brochure This campaign brochure is for external use only.  To be used by an outside print service, i.e., FedEx Office.
    Published on September 28, 2011

    Marketing Brochure for CPA/PFS - Internal Use

    Brochure Use this campaign brochure to provide your clients and prospects with a detailed overview of the advantages of working with a CPA/PFS.
    Published on September 06, 2011

    Marketing Brochure for CPA Financial Planner - For Internal Use

    Brochure Use this campaign brochure to provide your clients and prospects with a detailed overview of the advantages of working with a CPA financial planner.
    Published on September 28, 2011

    Marketing Brochure for CPA/PFS - External Use

    Brochure This campaign brochure is for external use only.  To be used by an outside print service, i.e., Kinkos.
    Published on September 06, 2011

    PFS Marketing Toolkit Why Hire a PFS

    Toolkit Message points to help you develop new business, build strategic partnerships and inform the media, consumers and other professionals about your specialized Personal Financial Planning (PFP) knowledge, skills & experience.
    Published on February 01, 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

    Effective Use of Marketing and Media Resources for CPA/PFS Credential Holders

    Webcast Learn from AICPA marketing and media experts how to market yourself as a CPA Personal Financial Specialist more effectively in your local markets
    Published on August 30, 2013

    Page  1 2 3 4 5 >> 
    Showing results 1 – 10 of 71
    Show Results per page
    Copyright © 2006-2014 American Institute of CPAs.