Part 2 of this 2-part webcast series will guide you through the practical side of adding financial planning to your tax practice. This seasoned panel of CPA financial planners will share how they have built successful tax and financial planning practices that goes beyond understanding the technical skills. You will gain ideas for how to:
Identify your clients who are suitable for financial planning services
Convert tax clients to financial planning clients
Automate and outsource services to free up time