Revenge Of The Nerds V: Strategies For CPA Financial Planners

Revenge Of The Nerds V: Strategies For CPA Financial Planners
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
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IMCA - 1 credit
Live CPA - 1 credit
IRS EA - 1 credit
Program Id: 430587403

Yes, there were three sequels to Revenge Of The Nerds, and it is because nerds are loveable, competent and trustworthy.

As an accounting and financial planning professional, CPA-financial planners have a competitive advantage because of the rigorous requirements to earn your credentials. Leveraging your natural abilities can be extremely effective in marketing, but CPAs generally struggle to market themselves, especially as CPA financial planners.

Looking beyond compliance and audit work can be a challenge, especially on the eve of your busiest time of the year, but the opportunity for you to help clients with financial planning opportunities that otherwise will be lost is in front of you right now.

At this webinar, Robert Keebler, CPA/PFS, who has been educating legal and accounting professionals for over three decades, will cover:

 

The marketable advantages of CPA financial planners
Where the CPA financial planner can make the biggest impact
Specific strategies to market during compliance season



Extend the wisdom of Bob Keebler, independent economist Fritz Meyer, and MPT expert Dr. Craig Israelsen in our marketing platform for real financial professionals. Advisor Products is entrusted with distributing and editing Fritz, Bob, and Craig’s intellectual property. This 18-minute series of videos tells you about our breakthrough marketing platform, which recently has surged in popularity with CPA financial planning RIAs.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob 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. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the l
eadership of the accounting profession.

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


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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(Updated: December 15, 2016)
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5.0

Super job. Continue to appreciate Bob's ability to inject practical application of some of these concepts. These offer good reminders of the nuts and bolts of what we're doing as advisors. Always seems to learn one new thing, or reaffirm something that I wasn't quite clear on before a Bob Keebler presentation. Thanks for your dedication, Bob and also to Andy for moderation "par excellence".

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One of your best! I couldn't figure out how to ask a question though...

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