PFP24100D. Business Model Roundtables

GROUP 1 Sarah Bradley, CPA/PFS, Owner, Edwards Bradley PC, Lake Oswego, OR Clients include entrepreneurs, executives, and high-net-worth individuals and their families; offers integrated personal financial planning and tax compliance services Susan M. Tillery, CPA/PFS, President & CEO, Paraklete Financial Inc., Kennesaw, GA * Fee-for-service integrated financial planning without asset management or product sales who builds a collaborative team of advisers and creates virtual family offices for clients Brooke Salvini, CPA/PFS_, _Principal, Salvini Financial Planning, San Luis, Obispo, CA * Registered investment adviser firm that offers fee-only, hourly and retainer, objective advice with a focus on estate, retirement, tax, investment, and risk management planning GROUP 2 Scott Sprinkle, CPA/PFS, CGMA, CFP, Sprinkle Financial Consultants LLC, Littleton, CO * Family office/high-net-worth client model providing tax, financial planning, and investment advisory services with fee-only compensation David Stolz, CPA/PFS, CFP, Stolz and Associates P.S., Tacoma, WA * Registered investment adviser firm that offers fee-only, hourly and retainer financial planning and asset management with a focus on high-net-worth couples and divorcees GROUP 3 Jean-Luc Bourdon, CPA/PFS, Principal, Lucent Wealth Planning LLC, Santa Barbara, CA * Fee-only independent firm affiliated with a Turnkey Asset Management Provider (TAMP) offering financial planning and investment management services Theodore Sarenski, CPA/PFS, CFP, AEP, President/CEO, Wealth Manager, SageView Advisory Group, LLC, Syracuse, NY * Experience selling a business and providing PFP services in multiple firms with a fee-only focus on investment management and financial planning Mark Astrinos, CPA/PFS, CFP®, RLP® * Experience buying a business; provides personal CFO services that include life planning, financial planning, and investment planning for a fixed fee

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.