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Distinguishyourself 21stcentury

HOW TO DISTINGUISH YOURSELF IN THE MARKETPLACE AND INCREASE YOUR BOTTOM LINE

Cost Free
Presentation Length 1.5 hours

Recorded DateAugust 25, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

According the AICPA, it is estimated over the next 10 years over 6,600 CPAs and Tax Professionals will be adding Financial Planning Services into their tax practice as an additional service for their clients. CPAs/Tax Professionals have three choices to consider:

1. Not offer (and let the competition distinguish themselves.)

2. Become the Financial Advisor (and spend time, effort, and money learning a completely new profession.)

3. Bring in an outside professional (and oversee the advice being given to clients).

This informative webinar will educate CPAs/Tax Professionals on how to successfully offer Financial Planning Services in concert with Tax Services, utilizing a systematic, proven approach. This allows a firm to offer a better overall advice package leading to better outcomes for clients, while providing market differentiation in an increasingly competitive industry, and much needed revenue to the bottom line of the accounting firm.

Learning Objectives

  • Understanding the Financial Services Landscape: Affiliation Models.

  • Case Study: Collaborative Approach Towards Tax, Estate, and Financial Planning Services Evaluating Options to Incorporate Financial Planning Services

  • Disconnect Between the Accounting and Financial Services Industry.

  • Keys To Successfully Integrating Your Tax Advice with Financial Planning Advice.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Todd Steinberg

New Clients, Inc.


(609) 870-8116

Ncilogopoweringyourfuture

Todd Steinberg offers more than 20 years of experience emphasizing sales, marketing, and business development in marketing accounting services. The scope of Todd’s experience has spanned virtually all aspects of the accounting practice industry. A respected leader in the industry, his experience includes teaching and implementing proven marketing strategies, integrating financial planning and payroll services into accounting practices, outsourcing best practices, and offering forward-looking business advisory services. Todd has also been a featured speaker at regional and national conferences as an authority on marketing accounting services. Todd is Series 7, 66, Life, Accident & Health Licensed.

About Our Presenter

21stcentury
We are founded by one the country’s leading “Barrons Top 100” Independent Financial Advisors who specializes in creating Financial Planning Services for small, medium, and large Tax & Accounting Firms. 21st Century Tax Pros offers an upfront paid training program for Tax & Accounting Professionals that are interested in partnering with a local fee-based comprehensive Financial Advisor to ensure that their clients are on track to accomplish their financial goals. Our exclusive “CPA-Advisor Match” program allows our Tax & Accounting Professionals to choose the most suitable Financial Professional via our guided interview process. Local Financial Advisors are selected from our national network of trained, experienced, and comprehensive financial professionals. The Tax/Accounting industry is constantly changing. Clients are demanding more service and value for less. It is no secret that clients view you, their tax & accounting professional as being their most trusted, knowledgeable advisor. As your clients most trusted advisor it no longer makes sense to continue to allow your clients to be potentially harmed by no advice, bad advice, high fees, or unresponsive Financial “Professionals” who may not have their best interest at heart.