I would be remiss if I didn't advise my readers to the upcoming CPA Wealth Provider's Third Annual Financial Planning Awards. Nominations are now open in the following categories:
- CPA/Financial Planning Firms
- Broker/Dealers
- Financial Planning Software Vendors
Winners are those firms or companies that have taken the lead through innovation, efficiency, initiative, or growth in the financial planning area.Winners will be profiled in the January 2006 issue of CPA Wealth Provider and copies will be included with the January issues of Accounting Today, Accounting Technology, and Practical Accountant, as well as being featured on WebCPA.com, and at applicable conferences and conventions.
The judges are Bill Carlino, editor-in-chief of Accounting Today, Carly Lombardo-Bohach, associate editor of Accounting Technology, Stuart Kahan, executive editor of CPA Wealth Provider, and Howard Wolosky, executive editor of Practical Accountant.
No firms are needed to nominate. Simply send information about what company or firm is being nominated and in what category. Explain briefly how this form or company has taken the lead through innovation, efficiency, initiative, or growth in the financial planning area. An example can be used. For instance, Cassaday & Company, a winner in the first year, showed that its seven financial planners all hold specific certifications or licenses and that this comprehensive planning approach has earned the firm an impressive customer loyalty of 99 percent of clients who sign remaining with the firm on a permanent basis.
CPA Wealth Provider must receive nominations no later than November 4, 2005. The issue goes to press on December 1, 2005.
You can send nominations by e-mail, regular mail, or fax to me at CPA Wealth Provider, Source Media, One State Street Plaza/27th Floor, New York, NY 10004. My fax number is (646) 264-6828. My e-mail is:
If you have any questions, call me at (212) 803-8852.
