This book is a comprehensive reference source for CPAs who provide, or want to provide, personal financial planning services. It includes guidelines and strategies on how to make the transition from a traditional accounting practice to financial planning and investment advisory services. It also shows CPAs how to convert existing clients to financial planning, and gives advice on communication techniques, structuring an investment advisory entity, and monitoring and measuring planning results.
Book Info
Provides information and guidance to certified public accountants (CPAs) interested in adding personal financial planning and investment advising to their accounting practice. Softcover. CD-ROM included. DLC: Financial planners--U.S.
See all Editorial Reviews
