CPA Services
Let us become the Business Succession, Charitable, Estate
and Insurance resource for your firm. We will provide information
and counsel to your clientele in areas that concern them
and that will confirm and solidify your relationship with
them.
Would your clients benefit from expert advice regarding
business and estate planning? How well is your firm meeting
that need? Many of the "big" firms are spending tens of
thousands of dollars to create financial planning departments
with very mixed results. There is another way for you to
offer high-quality, "extra mile" services to your clients
. . .
LEVEL 1: Add select business and professional clients
to the "Pass It On" quarterly newsletter and special
bulletin list. We will produce an introductory letter
on your stationery over your signature to accompany an introductory
issue of "Pass It On". The client will also receive future
issues but can ask to be removed from the list simply by
contacting your office. No one will be contacted directly
but rather will be encouraged to call you with questions
about any of the topics discussed. We will provide you with
the answers and materials needed to satisfy your clients'
needs.
LEVEL 2:Private seminars for individual clients
that address business succession, retirement or estate planning
issues. These will be provided with no "product pitch" or
follow-up unless you initiate it. Clients who have competent
insurance advisors will be given generic funding recommendations
that they can implement through their own advisor.
LEVEL 3:"Value-added seminars" that address
specific issues of interest will be conducted for small
client groups. Typically, a morning meeting with refreshments
can be held at your location or ours, again providing useful
input without any pressure.
Let us become your planning department with no additional
cost to you. We'll cover all expenses and educate your clients
and your staff in the process.
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