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PFP21101A - PFP21101A. Building Your Tax & Financial Planning Advisory Business Pre-Conference Workshop

‐ Jul 24, 2021 5:00pm

Tax, Retirement, Estate, Risk Management & Investments

With 10,000 baby boomers turning 65 each day and $30 trillion in wealth transferring over the next 20 years, individuals, families, and business owners have a growing need for their trusted adviser to guide them through the complexities.

Research has shown that these clients and prospects want their adviser to be their primary point of contact who can integrate their full spectrum of personal finance needs throughout their lives and CPAs are perfectly positioned to do this.

Stepping into an expanded role to offer tax and financial planning services is a meaningful venture as most CPAs find that these services provide fulfillment and value for their clients and themselves.

If you’re up for the opportunity, this two-day seminar will give you the tools you need to get underway in offering tax and financial planning services.

Topics for Day 1:

  • PFP Business Models: True Stories from Successful CPAs
  • Regulatory and Compliance Issues
  • Recap in Preparation for Day Two

Learning Objectives:

  • Recognize the future of services to individuals
  • Discover numerous compensation and service business models used by CPAs who have built practices that provide the highest client value
  • Identify tips to effectively communicate with clients
  • Identify compliance, technology and practice management considerations
  • Discuss what you need to be successful in providing financial planning services from CPAs who have thriving businesses


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