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Financial planning for CPAs Phyllis Bernstein, Linda Lach, Jim H. Ainsworth.
Detalles de publicación: New York J. Wiley 1999.Edición: 2nd edDescripción: 1 v various pagings 27 cm. + 1 computer discISBN:- 0471323594 (pbk. : alk. paper)
- 332.62 B5311f2 21
- HG179.5 .B47 1999
| Imagen de cubierta | Tipo de ítem | Biblioteca actual | Biblioteca de origen | Colección | Ubicación en estantería | Signatura topográfica | Materiales especificados | Info Vol | URL | Copia número | Estado | Notas | Fecha de vencimiento | Código de barras | Reserva de ítems | Prioridad de la cola de reserva de ejemplar | Reservas para cursos | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Libro | Biblioteca Encarnación Valdés Colección General bev | 332.62 B5311f2 (Navegar estantería(Abre debajo)) | Disponible | 80000002135104 | ||||||||||||||
| Disco | Biblioteca Encarnación Valdés Colección General bev | 332.62 B5311f2 (Navegar estantería(Abre debajo)) | Disponible | CD | 80000002119389 |
Total de reservas: 0
Descripciones mejoradas de Syndetics:
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.
ESTE LIBRO INCLUYE UN DISCO
Includes index.
Tabla de contenidos provista por Syndetics
- Introduction
- Expanding Your Practice with Financial Planning
- Attitude: You Must be Positive about Yourself, Your Career, and Your Staff
- Attitude Is Everything
- Conserving Your Most Valuable Resource-Time
- Finding the Time and Resources to Expand Your Practice
- Selling: Marketing Financial Planning Services
- Generating Sales Using TOPS
- Designing a Marketing Plan-Finding Your Niche
- Selling Financial Planning Services during Tax Season
- Implementing Plans
- Using Mailers and Tangibles
- Marketing to Small Businesses
- Success with Seminars
- Other Marketing Tips
- Getting Started: The Practice Issues
- The Personal Financial Planning Engagement
- Should You Partner with a Broker-Dealer?
- What Should Financial Planners Look for in a Broker-Dealer?
- Registering as an Investment Advisor
- Regulatory Compliance for Registered Investment Advisors
- How to Establish an Investment Management Service
- Licenses and Registrations
- Technical: The Tools and Products of Financial Planning
- Investment Planning
- Education Funding
- Risk Management and Insurance Concepts
- Retirement Planning: The Process and the Plans
- Long-Term Care
- Estate Planning
- Asset Protection
- Index