Grow your practice beyond taxes with value added financial planning | PFP learning library webcast archive
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Grow your practice beyond taxes with value added financial planning | PFP learning library webcast archive

9 months ago · 1 hour 9 min watch

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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

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