Las Vegas (June 3, 2002) -- Successful CPA financial planners share five essential strategies, a leading consultant to financial service providers told CPA planners gathered here.
According to research conducted by CEG Worldwide, the highest earning CPA planners (defined as those who derive more than 40 percent of their revenue from providing investment products and or insurance products) focus on affluent private clients; use an advanced planning consulting process to differentiate themselves from the competition; manage their practices like businesses; partner with financial institutions; and make a lifelong commitment to learning, chief executive John Bowen told CPAs attending the American Institute of CPAs Advanced Investment Management Conference, during the keynote speech Thursday.
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