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Review engagement activities as defined by the Statement on Standards in Personal Financial Planning Services, No. 1 Discuss methods to identify your ideal client and secure the PFP engagement Determine how to price the PFP engagement Walk through how to structure typical client meetings included in the PFP engagement: Initial complementary consultation and data gathering Creation of Statement(s) of Financial Position and Cash Flow Estate planning Risk management planning Investment planning Retirement/Financial independence planning Planning for ancillary services like education and elder planning
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
Speaker(s):
Susan
M. Tillery,
CPA/PFS, AEP, (Distinguished),
President & CEO,
Paraklete Financial, Inc. and Financial Planning Advocate, LLC
Thomas
N. Tillery,
MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®,
Vice President/Chief Compliance Officer,
Paraklete Financial, Inc.®