{"id":49728,"date":"2016-08-13t05:00:19","date_gmt":"2016-08-13t09:00:19","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=49728"},"modified":"2016-08-29t10:26:00","modified_gmt":"2016-08-29t14:26:00","slug":"cpas-suited-financial-planning","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/08\/13\/cpas-suited-financial-planning\/","title":{"rendered":"why cpas are suited to financial planning"},"content":{"rendered":"

\"older<\/a>your potential clientele? everyone.
\n<\/strong><\/p>\n

by ed mendlowitz<\/i>
\nthe 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n

“financial planning services” is a catchall phrase for any services a client would need for their personal financial security and wealth management and is an outgrowth of tax services and any of the other core services performed for a client. these services can be offered to existing clients or to clients engaging you for the specific service.<\/p>\n

more on marketing: <\/b>tax projections: how and why<\/a> | add new revenues with tax prep follow-ups<\/a> | marketing vs. selling: both must serve the client first<\/a> | adopt a marketing mindset<\/a><\/p>\n

\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

with regard to tax services as the catalyst, the tax return is the roadmap of a client\u2019s financial life. a keen observer can uncover many areas clients can be assisted with.
\n read more →<\/a><\/p>\n