The publisher, John Wiley & Sons
Adopts the position that licensed accounting professionals should sell financial investments in spite of the professional guidelines issued by the AICPA and College of Financial Planners. Provides a blueprint for making financial planning consulting services a noncyclical revenue generator for CPAs. Contains pertinent advice on becoming licensed to sell financial investment products, marketing yourself as a full-service financial planning specialist and offering clients payment choices that will overcome their fee resistance. Rates the pros and cons of a range of investment options. Includes strategies for increasing overall firm revenue by offering financial planning services.
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