#4: How to approach client meetings & offer PFP to tax clients? | PFP learning library podcast
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Man in purple shirt holding pen at desk.
Resources

#4: How to approach client meetings & offer PFP to tax clients? | PFP learning library podcast

1 year ago · 21 min listen

A panel of successful practitioners talk about how to formalize financial planning services, such as estate, retirement, risk management and investment planning.

In this episode, CPA financial planners share how they approach new client meetings and how to offer planning services to tax clients and answer the questions:

  • How does taking a humanistic approach to tax planning benefit your clients?

  • How do you approach a tax compliance client to transition them into planning services?

  • What are simple actions to take now?

Access the related resources from this podcast:

Included in this series:

  • Step 1: Why should I offer tax & financial planning advisory services?

  • Step 2: How do I get started?

  • Step 3: What are the appropriate fees to charge?

  • Step 4: How do I approach new client meetings & offer financial planning services to current tax clients?

  • Step 5: What is the best way to create deep relationships with clients?

  • Step 6: How do I decide between serving as the primary point of contact or as a hyperspecialist? The hyperspecialist. {Building a Tax & Financial Planning Advisory Business}

  • Step 7: How do I structure staffing and work with other advisers? {Building a Tax & Financial Planning Advisory Business}

  • Step 8: What do I need to know if I decide to offer investment advisory services? {Building a Tax & Financial Planning Advisory Business}

  • Step 9: How do I maximize use of technology? {Building a Tax & Financial Planning Advisory Business}

  • Step 10: What are the simple actions I can take now? {Building a Tax & Financial Planning Advisory Business}

What did you think of this?

Every bit of feedback you provide will help us improve your experience

Mentioned in this article

Topics

Subtopics

Manage preferences

Related content