asking clients for feedback during these uncertain economic times can help to maintain strong, trust-based relationships with clients. “using a well-structured feedback tool to understand what clients need in a relationship with their advisors helps the advisor to do two … continued
some good advice for cpas dealing with the stock market crash. by rick telberg/at large gripped by the uncertainty and fear that comes with a stock-market crash and deepening recession, clients and individuals are turning to cpas for guidance and answers. cpas … continued
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in a bear market, cpas need to know. and then they need to help clients fine-tune the risk, according to bert schweizer iii, cpa/pfs. schweizer is a principal and founder of buckingham asset management, llc, a registered investment advisor firm … continued
especially in this economic climate, when clients need more help than ever, cpas have an obligation to break out of their compliance-only mindset to help clients plan for their futures. richard l. engebretson, vice president at wealthstar alliance, a service … continued
and how to save them from themselves. cpas interested in providing personal financial planning don’t need to do it all. the secret to success in pfp is finding the right partners, according to michael david schulman, cpa/pfs, third generation owner … continued
amid the stock market crash and a deepening recession, clients need the faith and comfort that only a cpa skilled in personal financial planing can bring. in this brief interview, mark w. mcgorry, jd, cfp (plus cpc, clu, and aep), … continued
and the four misconceptions holding cpas back. by rick telberg with tax season approaching, cpas face a rare opportunity for valuable face-time with clients who may be feeling unsettled – if not completely up-ended – by the sputtering economy and … continued
another reason why cpas make the best personal financial advisers. the bush administration is rushing to pass a regulation that would relax the rules on when investment advisers can recommend products sold by their own companies, despite protests from consumer … continued
never underestimate the role that client service plays in your business, says john bowen jr. strong client loyalty also creates more assets for financial advisors. consider the fact that over a 12-month period, clients identified as faithful to their financial … continued
… cpas tell the next president how to fix the economy and financial system. here are some of the latest comments from our survey into the market meltdown. add your advice below, and then join the survey to get all … continued
what’s your advice for the next president? go to the survey to add your comments. by rick telberg/at large the financial crisis on wall street has led to an unprecedented government rescue effort and an uncertain economic outlook, leaving cpas … continued
how safe is your job? join the survey; get the answers. by rick telberg/at large like many americans, cpas are shocked and appalled by the seemingly sudden meltdown of the nation’s financial system and ensuing scramble to assemble a rescue … continued