Adding financial services to your tax practice can dramatically change your life! Find out what adding financial services could mean to your tax practice by reading Nick Hodges' personal experience. Through his story, you will walk through all the important decisions and understand how bringing financial services to your tax clients can benefit you and your clients!
The Lazy CPA's Guide for Adding Financial Services to You...
and over one million other books are available for Amazon Kindle.
Learn more
| |||||||||||||||
Book Description
Editorial Reviews
Review
Excellent Guide! At our Firm this book is like our Bible. Nick Hodges has an outstanding knowledge of his trade! He's customer service oriented, putting the needs of his client above the almighty dollar. This book is great for anyone involved with accounting, whether you are an ambitious college student or a CPA at a well-established firm. I highly recommend it. --Joanne Schipe
Nick's book is one of the best How-to books I've ever read. A great step-by-step book for those tax professionals interested in adding financial services to their practices. Nick walks you through the painful discovery that he went through in finding the right Broker-Dealer to detailing the requirements of becoming security and insurance licensed. As a Financial/Estate Planning professional who has worked with CPA's for many years, this book has really helped me work smarter with the CPA's that I work with. I have shared Nick's book with every new CPA that joins our organization. Nick's theme throughout the book is, the client always comes first, and that you're not going to sell them anything until you know exactly what they need and what their goals are. Again, a great book and a must-read for any tax professional wanting to add financial services to their business. --Keith Offel, Placentia, CA
I liked the step-by-step process that Mr. Hodges took to make an important business decision. He even took the unique approach of asking his customers if they would like him to add financial services to his CPA business. Good reading and practical information. --Robyn Simons, Salt Lake City, UT
Nick's book is one of the best How-to books I've ever read. A great step-by-step book for those tax professionals interested in adding financial services to their practices. Nick walks you through the painful discovery that he went through in finding the right Broker-Dealer to detailing the requirements of becoming security and insurance licensed. As a Financial/Estate Planning professional who has worked with CPA's for many years, this book has really helped me work smarter with the CPA's that I work with. I have shared Nick's book with every new CPA that joins our organization. Nick's theme throughout the book is, the client always comes first, and that you're not going to sell them anything until you know exactly what they need and what their goals are. Again, a great book and a must-read for any tax professional wanting to add financial services to their business. --Keith Offel, Placentia, CA
I liked the step-by-step process that Mr. Hodges took to make an important business decision. He even took the unique approach of asking his customers if they would like him to add financial services to his CPA business. Good reading and practical information. --Robyn Simons, Salt Lake City, UT
About the Author
A certified public accountant (CPA) in California since 1981, Nick Hodges spent 15 years watching his tax clients receive inadequate financial planning services from others. In 1996, he entered the financial services arena by becoming securities licensed and attaining financial planning designations. He is one of only 1200 CPA's nationwide who holds both the Certified Financial Planner and Personal Financial Specialist designations. Coined "The Lazy CPA", his one-stop financial shopping approach has been presented to thousands of tax professionals in seminars across the country for the past six years.
Product Details
Would you like to update product info or give feedback on images?
|
More About the Author
Discover books, learn about writers, read author blogs, and more.
Customer Reviews
|
Share your thoughts with other customers:
|
||||||||||||||||||||||
|
Most Helpful Customer Reviews
3 of 3 people found the following review helpful:
5.0 out of 5 stars
A Financial Planner's View,
By
This review is from: The Lazy CPA's Guide for Adding Financial Services to Your Tax Practice (Paperback)
Nick's book is one of the best "How to" books I've ever read. A great step-by-step book for those tax professionals interested in adding financial services to their practices. Nick walks you through the painful discovery that he went through in finding the right Broker Dealer to detailing the requirements of becoming security and insurance licensed. As a Financial/Estate Planning professional who has worked with CPA's for many years, this book has really helped me work smarter with the CPA's that I work with. I have shared Nick's book with every new CPA that joins our organization. Nick's theme throughout the book is, "the client always comes first", and that your not going to sell them anything until you know exactly what they need and what their goals are. Again, a great book and a must read for any tax professional wanting to add financial services to their business.
2 of 2 people found the following review helpful:
5.0 out of 5 stars
The lazy cpa's guide,
By Robyn Simons (Salt Lake City ,Utah USA) - See all my reviews
This review is from: The Lazy CPA's Guide for Adding Financial Services to Your Tax Practice (Paperback)
I liked the step by step process that Mr. Hodges took to make an important business decision. He even took the unique approach of asking his customers if they would like him to add financial services to his CPA business. Good reading and practical information.
2.0 out of 5 stars
More an Advertisement than a How To,
By Don D (CA) - See all my reviews
Amazon Verified Purchase(What's this?)
This review is from: The Lazy CPA's Guide for Adding Financial Services to Your Tax Practice (Paperback)
This book did three things very well: (1) described how the author brought a financial services practice to his CPA firm in a very personalized way (that is to say, not particularly applicable to others); (2) rationalized his decision to become a commissions-based IAR of a broker-dealer rather than a truly independent fee-based RIA; and (3) made a nice pitch on behalf of that broker-dealer. I gave this two stars rather than one, because it's not totally useless for those of us looking at expanding our tax practice into financial services, it's just only incidentally helpful.
Share your thoughts with other customers: Create your own review
|
|
Inside This Book
(learn more)
First Sentence:
Often in life, we are unexpectedly confronted with great personal tragedies, tragedies that many of us quietly suffer through, wondering how something like this could happen to us. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
great marketing system, financial planning arena, adding financial services, insurance company appointments, independent testing center, investment advisory representative, sponsoring insurance company, gross dealer concession, audio cassette package, offering financial planning services, several thousand questions, tax clients, licensing paperwork, other tax professionals, financial planning clients, financial planning industry, financial planning business, advisory services department, practice final exams, testing center staff, financial planning practice, securities licensing, doing financial planning, planning partner, tax appointment Key Phrases - Capitalized Phrases (CAPs): (learn more)
Money Concepts, Jim Kirby, Partner Connections, Ross Johnson, Newport Beach, Social Security New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Back Cover | Surprise Me!
Often in life, we are unexpectedly confronted with great personal tragedies, tragedies that many of us quietly suffer through, wondering how something like this could happen to us. Read the first page Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
great marketing system, financial planning arena, adding financial services, insurance company appointments, independent testing center, investment advisory representative, sponsoring insurance company, gross dealer concession, audio cassette package, offering financial planning services, several thousand questions, tax clients, licensing paperwork, other tax professionals, financial planning clients, financial planning industry, financial planning business, advisory services department, practice final exams, testing center staff, financial planning practice, securities licensing, doing financial planning, planning partner, tax appointment Key Phrases - Capitalized Phrases (CAPs): (learn more)
Money Concepts, Jim Kirby, Partner Connections, Ross Johnson, Newport Beach, Social Security New!
Books on Related Topics | Concordance | Text Stats Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Back Cover | Surprise Me!
Books on Related Topics
(learn more)
|
Tag this product(What's this?)Think of a tag as a keyword or label you consider is strongly related to this product.
Tags will help all customers organize and find favorite items. |
