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FREE Interactive Web Seminar
Just complete the form below to access the Free Web Seminar

Creating a Successful High Net Worth
Financial Planning Practice


Date recorded: Thursday, June 26, 2008
Duration: One hour

More CPAs are incorporating wealth management to their CPA practice as they look to enhance both client retention and revenue. Of course with growth comes challenges, from time management to marketing to client administration. Whether you are considering expanding personal financial planning in your firm, or if you are already established and want to be more profitable, join us to learn how to create a successful high net worth financial planning practice.

Topics include:

  • Best practices fiduciary checklist

  • Financial planning business models

  • Maximizing time and revenue

  • Marketing to your tax clients and beyond

  • Managing the client relationship

Registration is required for this FREE event and space is limited.


Required fields are indicated with *

 
First Name*
 
Last Name*
 
Title*
 
Firm*
 
Address*
 
City*
 
State*
 
Zip*
 
Phone*
 
e-Mail*
 
Please check all that apply:
I am currently providing financial advisory services.
I have a client with investable assets of $1 million or more who has a special investing need, such as concentrated positions or concerns about market volatility.
I am interested in a complimentary and confidential portfolio review for one of my clients.
 
Please send us any questions you would like to submit to a Rochdale representative:
  I would like to receive industry specific offers and information from WebCPA including invitations to other free Web seminars.*
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By registering for this event you agree to receive pertinent information from this Web Seminar's sponsor.