• Financial Services can greatly enhance the CPA relationship which strengthens retention and drives profitability.
• Help your client with proper planning by addressing the issues that matter most to them.
• The CPA is one of the most trusted advisors and can provide value added guidance to clients.…

• What typically is overlooked when you offer financial planning at your firm?
• How does financial planning facilitate business and make your job easier?
• What surprises are in store for the CPA adding Financial Services?

• What you need to get started
• The challenges of incorporating Financial Planning
• The rewards…

• Common mistakes out of the gate
  
• Sending the wrong message to clients- setting expectations
  
• Saying you’re the FP Expert before you reach that status
  

• Putting your client in the hands of an FP expert, other than yourself
• Finding chemistry between you and a third party that benefits your busines
• It's more than the money, it's about your business model

• Why some CPA’s fail the first time around
  
• Knowing the critical support needed to sustain financial planning services at your practice
  
• Unique positioning opportunities and advice for CPA’s who offer financial planning
  

• Give your clients services they really want and need from their trusted CPA
• The WIFM approach to getting partner buy-in
• Develop both internal and external marketing plans

•Why a universal fiduciary standard of care applied to anyone providing investment advice might not necessarily be the best thing for all your clients •What the new SEC custody rules will mean to an individual advisor’s practice •How advisors are augmenting their due diligence process to help avoid the Ponzi of the month