5 Tips for Building Your Financial Planning Practice
来源:
高顿网校
2014-12-25
CPA financial planners are always looking for ways to help clients and their extended families realize their dreams and provide for future generations.
There are plenty of financial advisors in the marketplace, but not nearly as many as there are CPAs who work with individual clients and understand their needs from a tax and accounting perspective. That’s the edge we have that makes a difference. CPAs are well positioned to offer holistic financial planning services – ranging from traditional tax and estate planning to retirement, investment and risk management planning.
Last month, as part of the AICPA’s PFP Section’s CPA Financial Planning Thought Leadership series, I moderated the webcast, “Outlook for the Financial Planning Profession.” Panelists shared their perspectives on trends that affect their clients and the CPA financial planning profession, as well as how they integrate financial planning into their firms. While there are many different approaches that can be successful in this area, the key is to focus on your clients and what you do best for them.
We discussed a number of topics during the webcast and are now providing the following tips to help CPAs build their financial planning practices. How many of these resonate with you?
1) Take a Holistic Planning Approach
Your clients have worked hard for the wealth they’ve accumulated. They are coming to you for information and advice and it’s your job to help them understand and take advantage of their financial independence. Explain to them the opportunities they can bring themselves and their benefactors and target a relationship that works toward their long-term goals.
2) Articulate how Your CPA Credential Creates the Foundation for Your Practice
Your CPA credential opens the door for you to explain to prospects how your financial planning services differentiate you in the market. The number of CPAs working in financial planning is growing at twice the rate of the traditional accounting profession, so it’s clear that our services are in demand. Use your CPA to promote your strengths and help clients understand why our profession is so unique.
3) Make True Wealth Management Your Forte
Only about 6% of people claiming to be wealth managers are actually providing the full range of services that are typically considered wealth management, giving the CPA an enormous opportunity to educate and provide value to the client. To be a “true” wealth manager, you build a business model that’s client-centered. You have to figure out where your clients are financially, then define their goals and consistently work with them through long-term planning to accomplish those goals.
4) Find Clients Who Fit Your Niche
If you are going to find your niche in financial planning, it’s far easier to find clients who are a best fit for your practice and your services than taking on clients who need other kinds of accounting services, but not necessarily financial planning. Do this by first developing a profile of the ideal clients with which you want to work, looking at ages and demographics as well as complexity of situations or circumstances. Then, build a boutique practice where you develop very deep relationships with clients who fit those profiles. Be very selective and challenge yourself by starting with top tier clients, who have more complicated financial lives, where your skillsets are best leveraged.
5) Develop Relationships with Key Influencers
Having another trusted adviser refer you to potential clients is the best way to develop new business. To make those referrals happen, you need to find the right centers of influence-- fellow CPAs who have a different skillset from you, attorneys, business consultants and bankers. They can provide an incredible source of business and power your practice. Search for, and develop a strong relationship with, professionals in your area and around the country. Work with them on your team and keep them in the loop.
Want to Learn More?
Access the free webcast recordings and presentation materials from the AICPA PFP Section’s Thought Leadership Series featuring forward-thinking from CPA financial planners advising their clients in tax, estate, retirement, risk management and investments.
小编语录:不要被身边无所谓的人影响,像优秀的人看,跟他们做平行线。
来源:AICPA China
版权声明:本条内容自发布之日起,有效期为一个月。凡本网站注明“来源高顿教育”或“来源高顿网校”或“来源高顿”的所有作品,均为本网站合法拥有版权的作品,未经本网站授权,任何媒体、网站、个人不得转载、链接、转帖或以其他方式使用。
经本网站合法授权的,应在授权范围内使用,且使用时必须注明“来源高顿教育”或“来源高顿网校”或“来源高顿”,并不得对作品中出现的“高顿”字样进行删减、替换等。违反上述声明者,本网站将依法追究其法律责任。
本网站的部分资料转载自互联网,均尽力标明作者和出处。本网站转载的目的在于传递更多信息,并不意味着赞同其观点或证实其描述,本网站不对其真实性负责。
如您认为本网站刊载作品涉及版权等问题,请与本网站联系(邮箱fawu@gaodun.com,电话:021-31587497),本网站核实确认后会尽快予以处理。
在线咨询热销
专业老师服务 限时优惠
点一下领资料
USCPA教材试读-REG
真题高频考点,刷题全靠这份资料
下载合集
USCPA-REG学习思维导图
梳理核心考点,一图看懂全部章节
下载合集
USCPA考试公式大全
突破计算瓶颈,节省考试时间
下载合集
USCPA备考 热门问题解答
- 美国注会考试考多少分及格?
-
uscpa一共有四门科目,每门考试的满分为99分,75分及格,但是这个75不是75%的正确率,不能被理解为百分比。
- uscpa一共几门几年考完?
-
uscpa总共考4门,一般单科成绩的有效期为18个月,大家需要在这个有效期的时间内,通过剩余的三门科目,否则第一门通过的考试成绩就作废,需要重考。因此,uscpa考试周期最长为18个月。
- uscpa一年能考几次?
-
NASBA和AICPA开启了连续测试期后,大家可以不受限制的全年参加uscpa考试。在uscpa的考试成绩公布后,如果大家发现自己没有通过考试,能够马上申请并参加该门科目考试,也不用再等待下一个考季才能申请重考。
- uscpa的含金量如何?
-
uscpa是美国正式的注册会计师国家资格,在美国拥有审计签字权,作为美国财经领域的三大黄金证书之一,在国内外都有着很好的知名度。很多外企招聘财务经理或财务总监岗位,都将持有uscpa证书作为优先录用条件。
严选名师 全流程服务
其他人还搜了
热门推荐
-
AICPA该怎样备考?有没有什么资料推荐? 2023-08-29
-
USCPA的考试方式是怎么样的? 2023-07-18
-
uscpa网课有必要吗?零基础怎么学uscpa? 2023-05-05
-
2023年AICPA补学分怎么补 2022-12-29
-
AICPA考试的科目介绍是怎样的?考生应该怎样备考AICPA? 2022-07-26
-
AICPA报考对考生有什么要求?AICPA考试备考需要做什么? 2022-07-20
-
USCPA科目分别怎么备考?USCPA考前需要怎么做? 2022-07-20
-
USCPA考试科目着重考察什么?USCPA考试的题型分为哪几种? 2022-07-12
-
AICPA考试的内容有哪些?AICPA的备考方案是什么? 2022-07-07
-
怎样才能拿下USCPA考试?USCPA执照申请需要满足什么条件? 2022-07-07
-
USCPA具体的学习内容有哪些?学习USCPA如何利用好教材? 2022-07-06
-
USCPA考试对于国内考生的难点在哪?USCPA备考建议是什么? 2022-07-06
-
USCPA考试对于国内考生有什么难点?高效学习USCPA的方法是什么? 2022-07-05
-
USCPA考试考察的内容是什么?USCPA考试学习的建议有哪些? 2022-07-04
-
USCPA考试有什么内容?USCPA考试没通过心态如何调整? 2022-07-04
-
USCPA考试有什么内容?USCPA考试没通过心态如何调整? 2022-07-04
-
AICPA考试具体考察什么内容?应该怎么学习AICPA? 2022-06-22
-
USCPA考试难度在什么地方?有什么学习方法? 2022-05-30
-
USCPA考试哪一门最难?有什么学习方法? 2022-05-27
-
2022年USCPA备考有什么小技巧? 2022-05-27
-
USCPA考试是一个好考的考试吗? 2022-05-26
-
考USCPA怎么能提分? 2022-05-26
-
如何通过美国注册会计师考试? 2022-05-20
-
怎么在国内考AICPA? 2022-05-16
-
USCPA各科考试难度怎样? 2022-05-07
-
AICPA学习需要报培训班吗?培训有什么优势? 2022-03-23
-
2022年USCPA可以在哪些机构篇培训?靠谱吗? 2022-03-11
-
USCPA培训班哪个好?如何选择? 2022-03-10
-
USCPA选择哪里培训?选择培训需要考虑什么? 2022-03-09
-
UCPA该怎么选择培训班?哪里好? 2022-02-25