How to Make Time to Provide Personal Financial Planning Services

Description

Build your PFP service (bold)

Are tax compliance deadlines interfering with your plans to establish a personal financial planning advisory service?

You have the experience, knowledge, and drive to provide your clients with holistic personal financial planning services — including tax, retirement, estate, investment, and risk management planning — but juggling tax deadlines and advisory work is hard.

In this webcast, you’ll learn how to combine tax deadlines and PFP planning services by introducing your tax clients to PFP services.

We’ll discuss:

– How you can create more time in the day to do the work you love
– Why every tax client needs financial planning advice
– How to uncover and fill the need for PFP services
– Prioritizing productive clients
– Introducing and onboarding tax clients to financial planning services
– Billing methods, including subscription models
– Advice for establishing a sustainable cash flow
– How to offer “second opinion” financial planning services

Learning Objectives

•Identify strategies to provide holistic personal financial planning services

Major Topics

*how to find Time to provide personal financial planning services

Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
Pracitioner
Practitioners
CPE Field of Study
Specialized Knowledge
1.5
Who Should Attend

tax professionals who serve individual clients

Instructor(s)
Edward Mendlowitz
Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, tax planning, investment planning, and insurance planning

Location
Online – AICPA Platform
Event Information
When
Oct 25, 2022
1:00 pm - 2:30 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
1.5
Format
Webcast Replay

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$87.00

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$109.00
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How to Make Time to Provide Personal Financial Planning Services


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