CPA's Guide to a Successful Financial Planning Practice: Selling Financial Investments and Marketing Advisory Services

by Jim H Ainsworth

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Book cover for CPA's Guide to a Successful Financial Planning Practice

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This guide shows the reader how to persuade clients to purchase financial planning services. It explains how to become licensed to sell financial investment products to clients; how to actively market yourself as a full-service financial planning specialist; how to offer clients payment choices that will eliminate their high-fee resistance; and how to encourage clients to purchase the services they need to meet their long-range financial goals.
  • ISBN10 0471076872
  • ISBN13 9780471076872
  • Publish Date 20 February 1995
  • Publish Status Out of Stock
  • Out of Print 16 May 2001
  • Publish Country US
  • Imprint John Wiley & Sons Inc
  • Format Hardcover
  • Pages 300
  • Language English