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Accounting White Papers

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Thinking about offering financial services to your Tax Clients?

Thinking about offering financial services to you Tax Clients? Read on.



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Learning from Experience: Benefits Trump Concerns When Tax Professionals Offer Financial Services

Tax professionals offering financial services have gained notable benefits that outweigh any potential concerns, according to new survey. Read on to learn more.



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Missing a Natural Opportunity: A Financial Services Offering

Providing financial services and wealth management advice can help address your client’s future.



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LinkedIn Social-Selling Secrets of Financial Advisors

Personal introductions let you build off the trust of the introducer—and LinkedIn is an excellent way to capitalize on that trust.

LinkedIn Social-Selling Secrets of Financial Advisors is a how-to guide created jointly by Cetera Financial Group, Inc. and The Oechsli Institute.

It will show you how to:

  • Find ideal prospects
  • Get face-to-face introductions to potential clients
  • Craft a “voice” that resonates
  • Deliver marketing that people actually want

Whether you are already using social media to grow your client base or haven’t touched your LinkedIn account since the day you set it up, you’re sure to find this guide a valuable toolbox of ideas.



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Serving and Retaining Small Business Clients

Sponsor: ADP

Seasoned accountants know that it’s far better to keep existing clients happy than to expend resources prospecting for new ones. Yet, on average, 15% to 20% of small business clients leave their accountants each year. Why do they leave? And how do successful accountants manage client interactions for better retention rates? Based on a research survey, this paper provides insights that may help your firm adjust strategies for prospecting and retaining small business clients.



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The Win/Win of Adding a Financial Service Offering

Sponsor: HD Vest Financial Services

Survey finds that almost half of accountants and tax professionals offering investment, retirement and estate planning have seen an increase in revenue in the past 12 months. Learn more.



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Learning from Experience: Benefits Trump Concerns When Tax Professionals Offer Financial Services

Sponsor: HD Vest Financial Services

Tax professionals offering financial services have gained notable benefits that outweigh any potential concerns, according to new survey. Read on to learn more.




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