PFP24100B. PFP Business Models: True Stories from Successful CPAs (continued)

Discuss the topics not covered in session 1 and continue with additional topics, including: * How and why they chose their tech suite for financial planning, CRM, and other needs * How and why they chose their investment business model and how they successfully implemented their strategy * How they seamlessly integrate the CPA and RIA sides of the business * Reflection time for participants (display slides with prompt Qs)

Learning Objectives:

• Recognize the future of services to individuals
• Determine numerous service models used by CPAs who have built practices that provide the highest client value
• Identify tips to effectively communicate and deliver recommendations to clients.
• Recall compliance, technology, and practice management considerations.
• Determine what you need to be successful in providing personal financial planning services from CPAs who have thriving businesses
• Use a checklist to guide you as you take steps post workshop.