Practice Strategies For Financial Planners

Practice Strategies For Financial Planners
Robert Keebler
12/18/15 4 PM EST
Live CPA IWI IRS EA
Program Id: 121088627
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CPA-Financial planners can be extremely effective. In fact, CPA planners arguably have a competitive advantage because of the technical proficiency required to become a CPA.

However, CPAs, in general, struggle to market themselves, and that may be especially true of CPA financial planners.

Looking beyond tax compliance and audit work, especially during busy season, can be a challenge and financial planning opportunities can easily get lost or overlooked.

At this session, Robert Keebler, one of the nation's leading educators of lawyers and accountants on individual taxation, will cover:

  

the marketable advantages of CPA financial planners

where CPA financial planners can make the biggest impact

specific strategies to market during compliance season

 

 

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is one of the nation's leading educators of lawyers, accountants and financial planners. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler contributes regularly to Advisors4Advisors and is an Advisor Products content partner.

 

This webinar is eligible for IRS EA CE, IMCA® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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