4 Ways to Grow Your Accounting Practice
|
|
- Benedict Maxwell
- 7 years ago
- Views:
Transcription
1 4 Ways to Grow Your Accounting Practice without working any harder Build Your Practice and Increase Client Retention & Satisfaction
2 2 What s inside this book? Introduction 3 Growth Strategy 1 4 Offer Existing Clients an Expanded Menu of Services 4 Growth Strategy 2 5 Provide Expanded Services to Your Prospective Client Base 5 Growth Strategy 3 6 Become a Trusted Business Advisor 6 Growth Strategy 4 7 Get More Referrals from Your Best Clients 7 Conclusion 8 Bottom Line Results 8 Ready to get Started? 9
3 3 Introduction The recent AICPA report, CPA Horizons 2025: A Roadmap for the Future continues to indicate that growth is a key issue for accounting firms. In the accounting profession, where talent and intellectual capital are directly related to a firm s ability to attract new clients and grow its current client relationships, traditional thinking has held that you need to staff up in order to grow. The reality is very different. If you are serious about growing your accounting practice, you can either work harder or work smarter. If you want to work harder, you can invest more time and money into your practice... you can hire more employees and lease more office space... you can take on more managerial headaches... you can work nights and weekends... or you can simply work smarter. Each of these growth strategies relates to the intersection between core and expanded services, and current and prospective clients. The definition of a firm s core and expanded services are as follows: Core: The fundamental services for which the firm is known and has the capacity to deliver to all or most clients. In most accounting firms these are tax returns, audits and financial reporting. Expanded: Those services the firm does not deliver as widely because they are newer and/or the firm may not have the talent on staff capable of offering these services. In many firms, these include services such as asset protection planning, cost segregation studies, estate planning or wealth management. If you are interested in growing your practice, start by defining your core and expanded services and your target market for expansion. Once you have done this, you can evaluate these four strategic growth alternatives and identify the firm s best opportunity for growth. Accounting firms have four strategic growth alternatives: 1) Offer existing clients an expanded menu of services 2) Provide more services to an ever-expanding client base 3) Become a trusted business advisor 4) Get more referrals from your best clients
4 4 Chapter 1 Growth Strategy 1 Offer Existing Clients an Expanded Menu of Services When you have trouble with your heart, you go to a cardiac specialist, not a general practitioner. Similarly, when your clients need resolution of a 6-figure tax problem, financial planning, or investment management, they will call someone with proven expertise in their area of concern. All of these client problems are opportunities for you to introduce expanded services to your current clients. This is the easiest way to find growth because it is based on existing client relationships. How can you position your firm to attract this business? Educate your clients about the difference in advisors who adhere to a rigorous fiduciary standard versus the simplistic suitability standard followed by most banks, mutual funds, stockbrokers, and other self-styled business advisors. Ensure that they understand that everything you recommend must always be in the client s best interest and no one else s. The least expensive, shortest term, most predictable way to find short term and sustainable growth for your accounting practice is to look for opportunities to provide expanded services to your existing client base.
5 5 Chapter 2 Growth Strategy 2 Provide Expanded Services to Your Prospective Client Base One very effective way to position your firm to offer these expanded services is to partner with a trusted expert in this area. Done properly, these services can be white labelled so that your clients have no idea that they are not being provided by a core member of your staff. Most accounting firms are backward looking commodity providers in that they concentrate on tax returns, audits, and financial reporting. The accounting industry is, fundamentally, driven by trust and loyalty; today s reality, however, is that core services are becoming commoditized. CPA s who are able to provide forward looking advice and proactive planning expertise for their clients and prospective clients benefit from the revenues gained by providing additional professional services - especially for affluent, A List clients who have a high net worth and/or are business owners.
6 6 Chapter 3 Growth Strategy 3 Become a Trusted Business Advisor By establishing and maintaining such an advisory role, you build your clients trust and confidence in you...you build your professional reputation...and you build your year-round income. There has been a lot of talk in the CPA world recently about the need for CPAs to become their clients most Trusted Business Advisor. In fact, promotion of the CPA as a trusted advisor is one of the 10 main objectives of the CPA Horizons 2025 report released last year. Practitioners and firms that embrace this role and institutionalize a process to change the dynamic of the CPA-client relationship will be in the best position to emerge as the future leaders in the profession. Becoming a Trusted Business Advisor isn t about selling and making pitches. It s about showing an interest in your clients, asking the kind of questions that will help you learn what is important to them, and then listening. When you master these skills, you are more easily able to identify the kinds of services that will add value to your clients and position yourself as their go to guru for all business-related and financial-related issues. You also go from being seen as a vendor of tax and financial reports to a source of strategic business/financial advice and services and in doing so, you become your client s most valuable asset.
7 7 Chapter 4 Growth Strategy 4 Get More Referrals from Your Best Clients A critical element to growing your accounting practice is the ability to bring in new, high-quality, well-paying clients on a consistent basis. Think about how you re getting these clients today 1) Are they referrals from satisfied current clients? 2) What about referrals from other professionals? 3) Why should people be choosing you and your firm over all your competitors? While most accountants recognize the need to stand out from the crowd in order to generate new business, very few have been successful in being proactive about this. To create a steady stream of new, high quality, well-paying clients, you need to stand out as an expert in your field. CPAs who successfully become Trusted Business Advisors have a greater opportunity to help direct a client s business and/or personal finances in a positive direction. And a happy client is often eager to recommend their personal Trusted Business Advisor to their friends, relatives, and business contacts. And those referrals, in turn, can lead to more referrals, many of whom will be carbon copies of your initial A List clientele. The end result is a continual increase in advisory income... income that is not seasonal and less susceptible to fee pressure.
8 8 Conclusion Bottom Line Results There is no single magic bullet for CPA firm growth. Instead, firms should engage in a mix of these four strategies as part of their overall growth plan. The idea is to grow your practice through expanded services, improved client relationships, higher professional visibility, more consistent year-round revenue, more A List client referrals, less resistance to your fees, and better profit margins on your advisory income. How can you do this without continually staffing up? You can partner with a private label back office... like us, Grey, Ryan, Wayne & Company. Our team of experienced specialists will provide those services for your clients behind the scenes. We become your team.
9 9 When you partner with us you: Gain access to a team of world-class advisors with expertise in such specialties as income and estate taxation, financial planning, investment management, insurance, actuarial science, third party administration, plan design, medical underwriting, and ERISA legal matters. Eliminate the need to refer your top clients elsewhere to get services and expertise you do not have in-house. Benefit from higher revenue and greater client praise while we do the work. Maintain complete client control. Gain enormous personal satisfaction from playing an enhanced and pivotal role in your clients successes. Are relieved of the stress and time demands of dealing with non-accounting client issues, letting you concentrate on your core business while still getting paid for providing world-class solutions to those other issues. Most important, because our work helps your clients build and preserve their wealth, they will thank YOU for helping them attain complete financial peace of mind. Ready to Get started? If this appeals to you, click here to schedule a complimentary business strategy review. It s your practice, your revenue stream, your move. Click Here!
Put your trust in us TRUST COMPANY
Put your trust in us TRUST COMPANY Mission At D.A. Davidson Trust Company, we offer straightforward advice, personalized solutions, and industry expertise. We are dedicated to helping clients achieve their
More informationMaking the Numbers Work: Unlocking the New Business Potential of CPA Alliances
Making the Numbers Work: Unlocking the New Business Potential of CPA Alliances In a market where one out of two CPAs will opt to offer financial services to remain competitive, you as a producer have the
More informationLOOKING TO CHANGE ACCOUNTANTS?
LOOKING TO CHANGE ACCOUNTANTS? 7 reasons why we are the firm to take... 2 WHAT DO YOU WANT FROM YOUR ACCOUNTANT? Before you make the decision to change accountants you really need to think about what you
More informationHow to Improve Customer Loyalty in Small Business
Achieve Customer Loyalty with Hosted CRM Software Salesboom.com Customer satisfaction is important to any small business and is shown through clients repeatedly coming back to you due to your service.
More informationProtect your business and preserve your legacy. The 10 questions every business owner should consider.
Protect your business and preserve your legacy. The 10 questions every business owner should consider. Our top ten questions and answers While there are many Top Ten Questions lists published in the financial
More informationPRIVATE CLIENT MANAGED PORTFOLIOS
PRIVATE CLIENT MANAGED PORTFOLIOS To sim lif, reserve an enhance. United Financial Private Client Managed Portfolios Your wealth is the cumulative result of your hard work, discipline, and astute management.
More informationWho is your Financial Advisor? (And does it matter?)
Who is your Financial Advisor? (And does it matter?) By Randy Christian, ChFC Many years ago, when I was just starting out in the financial services business as an agent for The Prudential Insurance Company,
More informationGROWTH/REPLICATION STRATEGIES
Stage 7: Long Term Growth/Replication Theme 4: Business Model GROWTH/REPLICATION STRATEGIES Long-term growth is the objective of most organisations. For commercial businesses, the goal is incremental economic
More informationConverting to Fee-Based A BETTER BUSINESS MODEL FOR TODAY S MARKET AND FOR YOUR FUTURE
Converting to Fee-Based A BETTER BUSINESS MODEL FOR TODAY S MARKET AND FOR YOUR FUTURE CONVERTING TO FEE-BASED 2 Chances are, you ve thought about switching to a fee-based practice before. Maybe you have
More informationTAMPS Simplified. Getting started with Turnkey Asset Management Programs to grow your advisory firm.
TAMPS Simplified. Getting started with Turnkey Asset Management Programs to grow your advisory firm. Introduction As trust companies, broker-dealers, registered investment advisor firm and family offices
More informationinnovate! inc Law Firm Business Development Marketing Selling Skills For Lawyers www.innovatemarketing.ca
Law Firm Business Development Selling Skills For Lawyers www.innovatemarketing.ca Law Firm Business Development While young lawyers certainly aren t expected to be rainmakers early in their careers, if
More informationThe Business Survey - What it is and How to Prepare
The Business Survey A professional Process to Overcome the Risks to Business Success Inventory Equipment Goodwill Receivables Key People Real Estate External Risk Higher Taxes Rising Health Care Costs
More informationPositioning Your Firm for the Future and Helping CPAs Help Their Clients
Positioning Your Firm for the Future and Helping CPAs Help Their Clients Today s client is clearly indicating that they want CPAs to be much more involved in the process of helping them make informed decisions
More informationShow your value, grow your business:
Show your value, grow your business: A SUPPLIER GUIDE TO MOVE FROM A TRANSACTIONAL PROVIDER TO A STRATEGIC PARTNER KAREN A. CALINSKI INTRODUCTION /02 At KellyOCG we take a holistic approach to talent sourcing
More informationBETTER RELATIONSHIP SELLING
BETTER RELATIONSHIP SELLING A Proven Formula For Acquiring and Developing Relationships with High Value Customers Three actions your company can take today to improve relationship selling performance and
More informationWealth Management For Your Future
Wealth Management For Your Future Our Experience, Your Peace of Mind About J. Streicher Wealth Management A Century of Evolution, Adaptation and Performance In 1910 our founder, Joseph Streicher, formed
More informationSIGNS YOU NEED A WEALTH MANAGER
5 A FIDUCIARY OF YOUR OWN SIGNS YOU NEED A WEALTH MANAGER Fiduciary Duty / Wealth Management for Individual Investors and Families Over one s lifetime, the need for sophisticated and professional financial
More informationCritical Steps for MATERIAL SUCCESS
CPA Financial Services Practice: Critical Steps for MATERIAL SUCCESS Presented by Honkamp Krueger Financial Services, Inc. The Premier Provider of Financial Services to CPAs 1 CPA Financial Services Practice:
More informationNavigating Your Financial Future
Navigating Your Financial Future Our Mission To help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.
More informationTHEME: CPAs vs. NON-CPAs
THEME: CPAs vs. NON-CPAs By John W. Day, MBA ACCOUNTING TERM: Certified Public Accountant (CPA) In the United States a Certified Public Accountant (CPA) is a person who has been licensed by their State
More informationHR Business Consulting Optimizing your HR service delivery
HR Business Consulting Optimizing your HR service delivery NorthgateArinso Business Consulting provides HR executives with unique insight to optimize the cost of HR service delivery, improve employee engagement,
More informationThe Starkey Hearing Alliance Do what. you do best. better
The Starkey Hearing Alliance Do what you do best better One call gets you everything you need to grow your practice Starkey hearing alliance Your success is our goal Starkey Hearing Alliance members have
More informationResults-Based Training for Motivated Financial Advisors
small group coaching Results-Based Training for Motivated Financial Advisors Who It s For Altius Learning offers small group coaching to financial advisors ready to step up to the next level. In the same
More information7 Ways To Explode Your Profits as a Tint Professional and Change your Life Forever!
WINDOW FILM CUTTING SYSTEM 7 Ways To Explode Your Profits as a Tint Professional and Change your Life Forever! 2012 Tint Tek The automobile window tinting industry is a highly profitable trade and, for
More informationProfit from Fee-Based Services By Jim Cuprisin, CIC, CRM, ARP
Profit from Fee-Based Services By Jim Cuprisin, CIC, CRM, ARP A new study from The National Alliance Research Academy answers many questions that insurance agents have about providing fee-based services
More informationUK IMMIGRATION SERVICES
UK IMMIGRATION SERVICES Solutions Designed for International Clients. www.nine-ix.com CONNECTING PEOPLE IT S MY LOVE PASSION WORK. 1 Welcome Your family is your greatest asset with growing political uncertainty
More informationEMPLOYEE BENEFITS. Collaborate. Innovate. Elevate.
EMPLOYEE BENEFITS Collaborate. Innovate. Elevate. In today s corporate world, business and HR managers at companies of all sizes are being asked to do more when it comes to employee benefits. To provide
More informationThen call us today (07) 5574 3213 or email santelint@intaconnect.net to find out more about how we can help you!
Head Office: Suite 27, 39 Lawrence Drive, NERANG QLD 4211 Postal Address: PO BOX 3442 NERANG DC QLD 4211 T (07) 5574 3213 F (07) 5574 3215 E santelint@intaconnect.net W www.santelint.com.au The staff at
More informationHow to find a Good Financial Advisor By Jennifer Black. Questions you should ask a financial advisor when deciding with whom you are going to work.
Jennifer Black 181 How to find a Good Financial Advisor By Jennifer Black Questions you should ask a financial advisor when deciding with whom you are going to work. 1. How often do they meet with their
More informationOUTSOURCE IT OR KEEP IT IN-HOUSE?
OUTSOURCE IT OR KEEP IT IN-HOUSE? RON SELLERS GREY MATTER RESEARCH & CONSULTING Originally published in Quirk s Marketing Research Review, May 1998 To outsource, or not to outsource: that is the question.
More informationThinking Of Starting Your Own SMSF?
Thinking Of Starting Your Own SMSF? Introduction It s no coincidence that interest in self managed superannuation has skyrocketed since the global financial crisis (GFC). The loss of investor confidence
More informationCustomized wealth management services. Our teamwork, fiduciary care, key services and unique investment platform help you reach your goals
Customized wealth management services Our teamwork, fiduciary care, key services and unique investment platform help you reach your goals You have worked hard to achieve success and now your finances are
More informationSelecting the Right Advisor
Integrity in Investing Selecting the Right Advisor Paul Byron Hill CFP & Kam-Lin Kok Hill CFP Consultative Wealth Management CLARITY. COMMITMENT. CONFIDENCE. FORWARD: Integrity in Investing For making
More informationAverage producers can easily increase their production in a larger office with more market share.
The 10 Keys to Successfully Recruiting Experienced Agents by Judy LaDeur Understand whom you are hiring. Don t make the mistake of only wanting the best agents or those from offices above you in market
More informationIn danger of giving estate agents a good name... LANDLORD BROCHURE. www.henryroseestateagents.co.uk
In danger of giving estate agents a good name... LANDLORD BROCHURE www.henryroseestateagents.co.uk Confidence What do prospective landlords want when they are looking for someone to manage the letting
More informationWealth Management Strategies for Boomer Retirement
FEATURE Wealth Management Strategies for Boomer Retirement BY WAYNE CUTLER Asset accumulation has been the centerpiece of wealth strategy, both for households and their financial services providers. But
More informationOptimizing Rewards and Employee Engagement
Optimizing Rewards and Employee Engagement Improving employee motivation and engagement, and identifying the right total rewards strategy to influence workforce effectiveness. Kevin Aselstine, Towers Perrin
More informationTo Be Successful in the Expanding Directed Trust Market, Bank Trust Departments Must Become Advisor Friendly
To Be Successful in the Expanding Directed Trust Market, Bank Trust Departments Must Become Advisor Friendly The number of millionaire households in the United States (those with $1 million in net worth
More informationA simple solution to Grow your practice
A simple solution to Grow your practice Grow your Sales, get your series 65 license (Becoming an Investment Advisor Representative (IAR)) Utilizing Fusion To Gather More Assets FOR FINANCIAL PROFESSIONAL
More informationIT Security: Enabled. Managed Security Beyond the Trusted Advisor Role
IT Security: Enabled Managed Security Beyond the Trusted Advisor Role 1.0 Security challenges require solutions - and there's a lot of each! The Cloud Security Services/Managed Security Services (MSS)
More informationAt Eganknight we re the essential link between business and people. EganKnight Culture
At Eganknight we re the essential link between business and people We build extraordinary partnerships, working faster, smarter and harder because when it comes to providing transforming solutions in recruitment,
More informationMaking sales sizzle for success
experience. insight. impact. Making sales sizzle for success This article appeared in COR Healthcare Market Strategist, January 2005 Targeted and managed right, sales is a direct, powerful tool for building
More informationThe Laws of Network Marketing By Michael Goss
The Laws of Network Marketing By Michael Goss (This article was originally published in the ForMor newsletter in 1998.) An understanding of the laws that govern success is important when starting a new
More informationHow to Select an Accountant
Accountant s Accelerator How to Select an Accountant Small Business Guide Selecting the right person to assist your company with accounting is enormously important for a small business owner. Every small
More informationInvestment Advisors and Broker- Dealer Affiliation Models. Investment News
Investment Advisors and Broker- Dealer Affiliation Models Investment News Summary The majority of advisors are seeking to position themselves as advisors not brokers, sales people or reps The independent
More informationCash Solutions. Making cash flow. G4S Cash Solutions, and what we can do for you
Cash Solutions Making cash flow G4S Cash Solutions, and what we can do for you Making your cash count for more Efficiency is everything in a climate like this. Tough economic conditions, rising costs and
More informationE-Learning Courses. Course Category
Course Category Health and Safety E-Learning Courses Course Title Creating a Safe and Healthy Office Fire Safety at Work Health and Safety at Work Health and Safety for Managers Course Description The
More informationHow To Make Your Financial Plan CPA Strong. Tax Relief and Investment Incentives for Your Small Business
How To Make Your Financial Plan CPA Strong Tax Relief and Investment Incentives for Your Small Business Why Work With a CPA Personal Financial Specialist? All financial planners are not created equal.
More informationResults-Driven Solutions October 2009 Newsletter by Sarah E. Dale and Krista S. Sheets
The ultimate success of a financial services practice means maximizing ROP - Return on People and Return on Process Sarah Dale and Krista Sheets Do Your Clients REALLY Know What You Do? The Power of Proper
More informationImproving Retention through Better Client Connections
Key Findings from the CCH Accounting firm client Survey Improving Retention through Better Client Connections Introduction Client retention is the number one concern for CPA firms today. Keeping the right
More informationThree Attributes of Every Successful Merchant Services Program-20140604 1602-1
Three Attributes of Every Successful Merchant Services Program-20140604 1602-1 [Start of recorded material] [Starts Mid Sentence] thank everyone that s joined the call today. I know everybody is busy with
More informationConsultants To Nonprofits
CUSTOMER DELIGHT TIPS & THINGS TO PONDER CUSTOMER DELIGHT TIPS & THINGS TO PONDER JOHN PAUL PARTNER Consultants To Nonprofits 2002, Association Works P.O. Box 741325 Dallas, Texas 75374 http://www.associationworks.com
More information1Steps to a Successful Core Vendor Evaluation & Selection. www.smslp.com 800-477-1772
1Steps to a Successful Core Vendor Evaluation & Selection Before you make an expensive, long-term decision Get the answers you need to select the best core vendor and technology partner for your bank.
More information[NAME OF COMPANY] MARKETING PLAN
[NAME OF COMPANY] MARKETING PLAN [date plan issued] Contact: [name], CEO [or President] [address] [phone no. & fax no.] [email] [web site] - 2 - Confidentiality Agreement The undersigned reader acknowledges
More informationLIFE IS A JOURNEY WITH A THOUSAND CROSSROADS AND NO MAP.
FINANCIAL PLANNING LIFE IS A JOURNEY WITH A THOUSAND CROSSROADS AND NO MAP. You weren t born with an instruction manual. Yet, every crucial decision you take along this roller coaster ride has the power
More informationWelcome to Aspire. Expert financial advice for you
Welcome to Aspire Expert financial advice for you Welcome to Aspire At Aspire we have one goal in mind to give you the financial advice you need and complete peace of mind that your finances are in the
More informationThe New World of Wealth Management: Structuring Your Business for Competitive Advantage
The New World of Wealth Management: Structuring Your Business for Competitive Advantage Wherever your company is on the wealth management supply chain advisory services provider, product distributor, manufacturer,
More informationThe Heart of the Problem
Testimony of Scott Puritz Managing Director Rebalance IRA United States Senate Committee on Health, Education, Labor, and Pensions Subcommittee on Employment and Workplace Safety Restricting Advice and
More informationYour need for objective advice drives our independence
Your need for objective advice drives our independence Independence Objectivity Integrity In a profession based on objective advice, true independence offers many choices intended to benefit you, the client.
More informationTraining, Coaching and Keynote Topics in AE Marketing, Sales and Business Development
Training, Coaching and Keynote Topics in AE Marketing, Sales and Business Development blüstone Marketing can provide your technical, marketing and business development team or Association membership with
More informationCOMPREHENSIVE WEALTH MANAGEMENT
PRIVATE CLIENT TM COMPREHENSIVE WEALTH MANAGEMENT ASSANTE A OUR GOAL is to simplify and enhance the lives of our clients by serving as their financial advisor managing their assets and lifestyle needs
More informationPrivate Wealth and Investment Management
Private Wealth and Investment Management PhillipCapital has a winning combination of experience, insight and value to offer investors. To become a client and access a full range of services, call us on
More informationDefine Your Independence: Building Your Future
Define Your Independence: Building Your Future Define Your Independence: Building Your Future It used to be that going independent meant going out on your own. Alone. That s not the case anymore. There
More informationYour Retirement Plan Strategy
Building financial security since 1958 Your Retirement Plan Strategy Expert Advice Innovative Options Personalized Service We deliver the superior service you deserve, backed by the expertise you expect.
More informationManagin. services. may be the. Choosing. advice you. than just their. giving. help them. this involves. including. firm, Winer.
21243 Ventura Boulevard Suite 207 Woodland Hills, CA 91364 (818) 673-1695 Helping you build, protect and preserve wealth Managin ng Wealth in the 21 st Century Dear Prospective Client: Thank you for your
More information13 Ways To Increase Conversions
13 Ways To Increase Conversions Right Now Increasing your conversion rates is absolutely crucial. Having a good conversion rate is the foundation of high sales volume. Sometimes just a small tweak can
More informationSpecialized Investment Advisor
Specialized Investment Advisor It s About You Have you developed solid experience in providing financial advice, and want to try a deep, more specific area of investment? Are you able to partner well with
More informationAre You. Ready For The. Advisor Program?
Are You Ready For The High-Net-Worth Advisor Program? The High-Net-Worth Advisor program is extraordinary! My personal income has skyrocketed 69% to $505,000. We received 33 high-net-worth referrals from
More informationCombating Commoditization: Re-Storing the Value
Marketing Combating Commoditization: Re-Storing the Value Proposition Richard Hicks - Transamerica Noel DeVries Mutual of Omaha Claire Durand - Transamerica Tom Riekse, Jr. LTCI Partners, LLC Goals for
More informationNine Things to Consider When Evaluating Trust Deed Investment Sources for Your Clients. A White Paper for Financial Advisers
Nine Things to Consider When Evaluating Trust Deed Investment Sources for Your Clients A White Paper for Financial Advisers Presented by Sterling Pacific Financial (www.sterlpac.com) Nine Things to Consider
More informationCreate Your Own $1 Million Message Elevator Pitch Template Workbook
Create Your Own $1 Million Message Elevator Pitch Template Workbook E-Learning Marketing System The volume of content in this program can be overwhelming You have no idea where to go what to do or how
More informationUsing Credit Strategies Wisely in Retirement Planning.
Using Credit Strategies Wisely in Retirement Planning. Prepared by. Lawrence Katz, Regional Private Banking Manager. Todd Barfield, Regional Private Banking Manager. In this white paper. 1 Meeting capital
More informationCross- sell: The growing need to diversify
Cross- sell: The growing need to diversify Prepared by James Hickey, Penny Butler Presented to the Actuaries Institute Financial Services Forum 30 April 1 May 2012 Melbourne This paper has been prepared
More informationThe 8 Wealth Management Issues and Form 1040 Resolving a Common Frustration for Tax Professionals
The 8 Wealth Management Issues and Form 1040 Resolving a Common Frustration for Tax Professionals Sarah is a tax professional whose clients often ask for financial advice. One morning, her client Mike
More informationHow do I choose the right advisor? Important questions to ask before you hire an investment advisor.
How do I choose the right advisor? Important questions to ask before you hire an investment advisor. To choose an advisor you feel comfortable with both personally and professionally it s smart to take
More informationThe Basics of a Compensation Program
The Basics of a Compensation Program Learning Objectives By the end of this chapter, you should be able to: List three ways in which compensation plays a role in the management of the enterprise. Describe
More informationOutsourcing Corporate Tax Services
Superior Strategies for Tax Compliance and Payment Payable Function Costly and Inefficient Why are companies increasingly outsourcing tax services that previously were handled by their own personnel? What
More informationVendor to Plan Fiduciary Investment and Fee/Compensation Disclosure
ADP RETIREMENT SERVICES Vendor to Plan Fiduciary Investment and Fee/Compensation Disclosure HR. Payroll. Benefits. Vendor to Plan Fiduciary Investment and Fee/Compensation Disclosure New vendor to plan
More informationProtect your business and shape your future. Top 10 questions for business owners.
Protect your business and shape your future. Top 10 questions for business owners. What is the sign of a good decision? Clarifying what you want to achieve in your life, what you care most about, and how
More informationDesigning a Customized E-learning Solution for a Worldwide IT Company
Customer Success Stories TEKsystems Global Services Designing a Customized E-learning Solution for a Worldwide IT Company INFORMATION TECHNOLOGY TRAINING AND EDUCATION SERVICES Executive Summary TEKsystems
More informationChemical Bank Career Descriptions
Chemical Bank Career Descriptions Department: ebanking In the ebanking Department, we manage the daily operations of our electronic banking products as well as being the escalated support center for all
More informationPrint. Disability Insurance Planning for Professionals. By Lawrence B. Keller and Harry R. Wigler
Page 1 of 6 Print Disability Insurance Planning for Professionals By Lawrence B. Keller and Harry R. Wigler DECEMBER 2007 - Doctors, lawyers, and other professional clients of CPAs often pay attention
More informationEASY $65 PAYDAY FREE REPORT
Your EASY $65 PAYDAY FREE REPORT By John Smart 2014 Done For You Home Business. All Rights Reserved www.doneforyouhomebusiness.co.uk. Congratulations and get ready to be impressed. First off, this is one
More informationOne Page Talent Management
One Page Talent Management Secrets for Growing Better Talent Faster Presented by Marc Effron, President The Talent Strategy Group A Quick Introduction Marc Effron President Build Build as as many many
More information6. Chief human resources officer
6. Chief human resources officer A Chief Human Resources Officer (CHRO) is a corporate officer who oversees all human resource management and industrial relations operations for an organization. Similar
More informationPrepare your practice to provide multigenerational wealth planning
Prepare your practice to provide multigenerational wealth planning WHITE PAPER OVERVIEW Serving your clients who control the family money is a demanding job and it doesn t leave you much time to develop
More informationClient Engagement and Compensation Guide
Aon Risk Solutions Client Engagement and Compensation Guide Risk. Reinsurance. Human Resources. Introduction The aim of this document is to provide a high-level summary of the work that Aon Risk Solutions
More information11 emerging. trends for DIGITAL MARKETING FINANCIAL SERVICES. By Clifford Blodgett. Demand Generation and Digital Marketing Manager
11 emerging DIGITAL MARKETING trends for FINANCIAL SERVICES By Clifford Blodgett Demand Generation and Digital Marketing Manager Exploiting your Technology Vendors Customer Engagement and Maintaining a
More information10 Questions to Ask Before Choosing a Financial Advisor
Perspectives 10 Questions to Ask Before Choosing a Financial Advisor By Melissa Rudy and Jim Dowd Posted: 05-25-10 09:44 AM E-mail Article The recent financial crisis has served as a wake-up call for many
More informationTips for using fund development consultants
www.simonejoyaux.com spjoyaux@aol.com First published as How to Select and Use a Fund Development Consultant, Nonprofit Quarterly, Fall 2005. wwwnonprofitquarterly.org Tips for using fund development consultants
More informationREPUTATION MANAGEMENT SURVIVAL GUIDE. A BEGINNER S GUIDE for managing your online reputation to promote your local business.
REPUTATION MANAGEMENT SURVIVAL GUIDE A BEGINNER S GUIDE for managing your online reputation to promote your local business. About Main Street Hub: Main Street Hub is the voice for more local businesses
More informationMapping Your Future. All About Money: Financial and Accounting Services. What Is This Field? Who Should Work In This Field?
Mapping Your Future : Financial and Accounting Services What Is This Field? Finance companies meet the banking, insurance and accounting needs of people and organizations from all over the world. New York
More informationMarketing strategy questionnaire
Marketing strategy questionnaire Prepared by: Date: Purpose Use this template to capture the key information that you need to develop a thorough marketing strategy. Then use the information that you collect,
More informationStrategic Guide to creating a World Class Customer Advisory Board Program
Strategic Guide to creating a World Class Customer Advisory Board Program This paper is authored from CustomerAdvisoryBoard.org industry association research including the CAB Manager Industry Surveys,
More information: 71870 ELEANORA LN RANCHO MIRAGE, CA 92270, USA.
G r o w Y o u r B u s i n e s s, i n c r e a s e y o u r p r o f i t & s a t i s f y y o u r c u s t o m e r s Call Center Services ERA TECH Call Centers helps large and small Business in every industry
More informationThe Challenger Sale SOUND SMART. SAVE TIME. SELL MORE. A 15-page guide to the 240-page sales book.
The Challenger Sale d e iz r a m m Su SOUND SMART. SAVE TIME. SELL MORE. A 15-page guide to the 240-page sales book. Contents (Click to Jump to a section) Quick Synopsis Key Terms Chapters 1-3: The Challenger
More informationAccount Development Strategies. Always, Sometimes and Never. Covenants. Sales & Development Curriculum
Sales & Development Curriculum Account Development Strategies Always, Sometimes and Never How do you maintain, protect and GROW your accounts? In this course, we ll give you tools, tactics and processes
More information10 To-do s that should be on every MSP s list
Datto Whitepaper: To-Do s To-do s that should be on every MSP s list Business owners are always looking for new ways to increase profitability, visibility, and customer satisfaction, without breaking the
More informationCreating a Successful Marketing Strategy
Creating a Successful Marketing Strategy While referrals are great, and will always be part of growing a business, many who have relied on referrals exclusively in the past have more recently needed to
More informationThe value of partners
The value of partners HP engages with partners in a predictable way to enhance our mutual profitability, to grow our combined business, to augment capabilities, to extend market reach, and to increase
More information