Step 4: How do I approach new client meetings & offer financial planning services to current tax clients? {Building a Tax & Financial Planning Advisory Business}

Guests: Ted Sarenski, CPA/PFS & panelists: Chris DeBlanc and Scott Sprinkle

Category: Practice management

In this episode, CPA financial planners share how they approach new client meetings and how to offer planning services to tax clients and answer the questions:

• How does taking a humanistic approach to tax planning benefit your clients?
• How do you approach a tax compliance client to transition them into planning services?
• What are simple actions to take now?

Access the related resources from this podcast:

• AICPA’s Planning & Tax Advisory Services hub
• Roadmap to Planning & Tax Advisory Services
• Analysis of a tax return for financial planning opportunities
• Workshop: Building a Tax and Financial Planning Advisory Business (preceding the Advanced PFP Conference at AICPA ENGAGE)

Don’t miss the other episodes in this Building a Tax & Financial Planning Advisory Business series!

• Step 1: Why should I offer tax & financial planning advisory services?
• Step 2: How do I get started?
• Step 3: What are the appropriate fees to charge?
• Step 4: How do I approach new client meetings & offer financial planning services to current tax clients?
• Step 5: What is the best way to create deep relationships with clients?
• Step 6: How do I decide between serving as the primary point of contact or as a hyperspecialist?
• Step 7: How do I structure staffing and work with other advisers?
• Step 8: What do I need to know if I decide to offer investment advisory services?
• Step 9: How do I maximize use of technology?
• Step 10: What are the simple actions I can take now?

The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.

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