marketing & sales

basic budgeting for clients

by

couple meeting with investment advisor.it may be time for a reality check.          

by ed mendlowitz
how to build a stronger tax practice

assisting clients who need help with their spending is a valuable service.

more on marketing: guiding clients in investment allocation and management | offering second marriage assistance | what you need to start a financial planning discussion | tax projections: how and why | how to raise client awareness of services
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

clients indicating they are high in debt and particularly credit card debt need help. following are some worksheets you can use to assist clients.
read more →

guiding clients in investment allocation and management

by

piggy bank with word "investment"you may not have the expertise, but you likely know someone who does.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

investment allocation construction is a valuable service that helps a client get a perspective on their investments, their projected assets, the current and prospective cash flow from the investments and measures this against the client’s individual risk tolerance and broad long-range goals.

more on marketing: offering second marriage assistance | what you need to start a financial planning discussion | tax projections: how and why | how to raise client awareness of services
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

many times the client has to be “taught” basic investment principles, techniques and vehicles and have these related to what might be best for the client. then a portfolio model has to be constructed that will provide the right degree of risk with the feelings of security the client needs.
read more →

offering second marriage assistance

by

older couple on autumn walk with trees in background6 questions to ask.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

this is primarily a financial planning service for people who are in second marriages, and where there are children from prior marriages.

more on marketing: guiding heirs | how and why to offer estate planning | why cpas are suited to financial planning | how to suggest more services | adopt a marketing mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

who needs this service
read more →

guiding heirs

by

two women talkingthey may not see the possible tax ramifications, but you can.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.

more on marketing: how and why to offer estate planning | what you need to start a financial planning discussion | tax projections: how and why | how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most times accountants are not the first ones clients call. usually the attorney is the first person and then a financial planner. we get involved after the fact to “record” the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.
read more →