Huge PFP Section Benefit is Here!
Through a partnership between Fox Financial Planning Network and the AICPA Personal Financial Planning Section, we have a program designed especially for the CPA practitioner to help you systematize and organize the planning process, administration and delivery of financial planning or wealth management services.
This program is an AICPA customized version of Fox Financial Planning Network that is only available to CPA practitioners. It has special membership levels and pricing that is only available to CPAs who are members of the PFP Section of the AICPA.
Have you considered providing other areas of financial advice to your clients but don’t know where to start or haven’t had the time to create and implement a standardized process?
If you already provide other areas of financial advice, do you feel you are not working efficiently or that your quality of advice is inconsistent due to the lack of having systems in place?
Why should you consider adding financial planning or wealth management services to your practice? Here are four compelling reasons:
1. It is likely you are your clients’ most trusted advisor and your clients would appreciate you providing advice to them in additional planning areas.
2. The skill-sets you have developed as a CPA are very transferable for delivering advice in other areas.
3. The growth trajectory of tax practices is growing slowly whereas financial planning/wealth management services demand is skyrocketing. As of January 1, 2011, and for the next 19 years, 10,000 Baby Boomers PER DAY turn age 65!
4. The current economic cycle has created fear and confusion in the minds of your clients. All the uncertainty provides you with an opportunity to help clients successfully navigate the choppy waters.
For more information, visit the AICPA:
To submit an inquiry form for AICPA members only:
As an exclusive extra for CPAs we’ve added the “Put On Hold” feature which allows you to pause the program for up to 90 days each year so you can focus on tax season. You just notify us of the dates you wish to put the program on hold and when you are ready you will be able to continue to implement financial planning into your practice.
Click here to download the whitepaper, Steps to Build a Workflow System for Your Financial Advisory Practice
Click Here Watch four critical 30-minute recorded webcasts that instruct you step-by-step on how to build a practice that will thrive both now and in the future.
Here is what Sid Kess says:
“Many CPA firms get discouraged with trying to add personal financial planning services because the additional outlay of both time and capital to make it happen is typically huge. But that is no longer the case. Fox Financial Planning Network for CPAs provides a shortcut to make financial planning another profit area for your firm. The program instructs you on how to set up (or improve) your PFP services and incorporate the excellent resources available through the PFP Section. Instead of you wasting months or years of your time trying to develop your own processes and materials, this program will deliver most everything you need to get up and running – in the way you choose. Fox Financial Planning Network is the solution to getting systems in place and bringing in new revenues as quickly as possible. If you have wanted to add PFP services (or you already offer them but aren’t as organized as you should be), you simply must take a look at this offering. This is a game changer for CPAs and it will save you a fortune!”
Sidney Kess, Esq., CPA, J.D., LL.M., AEP® Distinguished, recipient of the AICPA’s prestigious Gold Medal Award in 2011, nationally renowned tax expert, editor, lecturer and author/coauthor of hundreds of tax books on financial and estate planning.
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