Yep, it's that time of the year again! CPA Wealth Provider is calling for nominations for its Fifth Annual Financial Planning Awards in any of the following categories: CPA/Financial Planning Firms, Broker/Dealers, and 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.
The winners will be profiled in the January 2008 issue of CPA Wealth Provider and copies of the issue 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.
No forms are needed to nominate. Simply send information about what company or firm is being nominated and in what category. Explain briefly how this firm or company has taken the lead through innovation, efficiency, initiative, or growth in the financial planning area. You can even nominate yourself.
An example can be used. For instance, one 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 with 99 percent of clients who sign remaining with the firm on a permanent basis.
The judges this year are Bill Carlino, editor-in-chief of Accounting Today, Howard Wolosky, editor-in-chief of Practical Accountant, and myself.
Nominations must be received by November 5, 2007. Issue goes to press on December 7, 2007.
Send nominations by e-mail, regular mail, or fax to:
Stuart Kahan, Executive Editor
CPA Wealth Provider
One State Street Plaza/27th Floor
New York, NY 10004
Tel: (212) 803-8852
Fax: (646) 264-6828
Or, via e-mail, to email@example.com.
Register or login for access to this item and much more
All Accounting Today content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access