{"id":49930,"date":"2016-09-10t05:00:05","date_gmt":"2016-09-10t09:00:05","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=49930"},"modified":"2017-05-30t10:23:48","modified_gmt":"2017-05-30t14:23:48","slug":"need-start-financial-planning","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/09\/10\/need-start-financial-planning\/","title":{"rendered":"what you need to start a financial planning discussion"},"content":{"rendered":"
<\/a>the list is long, but some documents take only a minute to review. by ed mendlowitz<\/i> you have a client who is open to financial planning, but how do you get started?<\/p>\n more on marketing: <\/b>11 questions to ask every tax client<\/a> | why cpas are suited to financial planning<\/a> | tax projections: how and why<\/a> | add new revenues with tax prep follow-ups<\/a> | how to suggest more services<\/a> | how to raise client awareness of services<\/a> | marketing vs. selling: both must serve the client first<\/a> | adopt a marketing mindset<\/a> here is a checklist that can be provided to a client requesting information for a comprehensive financial planning engagement. initial document request, including memo to client<\/strong><\/p>\n following are some things you can bring when we meet. this is not all-inclusive and you can bring anything else that might not be on the list that you think is relevant or that you want to discuss.<\/p>\n <\/a>.<\/p>\n <\/a><\/p>\n .<\/p>\n <\/a><\/p>\n .<\/p>\n
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\nfinancial planning engagement<\/strong><\/p>\n