0      0


PFP22101B3 - Business Model Roundtables

‐ Jun 5, 2022 11:00am

GROUP 1: DIRK EDWARDS, CPA/PFS, JD, Edwards Bradley PC, Lake Oswego, OR - Clients include entrepreneurs, executives, and high-net-worth individuals and their families; offers integrated personal financial planning and tax compliance services SUSAN M. TILLERY, CPA/PFS, President & CEO, Paraklete Financial Inc., Kennesaw, GA - Fee-for-service integrated financial planning without asset management or product sales who builds a team of advisers and offers a multi-family office approach BROOKE SALVINI, CPA/PFS, Principal, Salvini Financial Planning, San Luis, Obispo , CA - Registered investment adviser firm that offers fee-only, hourly and retainer, objective advice with a focus on estate, retirement, tax, investment, and risk management planningĀ 

GROUP 2: SCOTT SPRINKLE, CPA/PFS, CGMA, CFP, Sprinkle Financial Consultants LLC, Littleton, CO - Family office/high-net-worth client model providing tax, financial planning and investment advisory services with fee-only compensation DAVID STOLZ, CPA/PFS, CFP, Stolz and Associates P.S., Tacoma, WA - Registered investment adviser firm that offers fee-only, hourly and retainer financial planning and asset management with a focus on high-net-worth couples and divorceesĀ 

GROUP 3: JEAN-LUC BOURDON, CPA/PFS, Principal, Lucent Wealth Planning LLC, Santa Barbara, CA - Fee-only independent firm affiliated with a Turnkey Asset Management Provider (TAMP) offering financial planning and investment management services THEODORE SARENSKI, CPA/PFS, CFP, AEP, President/CEO, Wealth Manager, Capital One, Syracuse, NY - Experience selling a business and providing PFP services in multiple firms with a fee-only focus on investment management and financial planning MICHAEL GOODMAN, CPA/PFS, CFP, President, Wealthstream Advisors Inc., New York, NY - Fee-only investment advisory and financial planning practice with experience significantly growing firm

Learning Objectives:

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





Pre-Conference Optional Workshops Additional Fee

You must be logged in and own this session in order to post comments.