经过多年的税务专业经验, you know how to provide clients with personalized attention to their tax matters. Many of your clients may also be seeking additional financial guidance on retirement, 地产, 风险管理和投资.
You can expand your role to include personal financial planning (PFP) services in your tax practice to assist your clients further with their goals of achieving financial stability and security.
Providing services beyond tax advice enhances client relations, expands your service offerings and increases your business resilience, all while adding value and fulfillment to your role as a tax professional.
Strengthening client rapport by integrating PFP services
丰富的税务知识, 以及PFP服务, allows you to offer clients advice designed specifically for them during various stages of their personal and professional lives.
通过提供一个全面的方法, you empower your clients to make informed decisions regarding their current finances as well as their goals of building wealth, so they can enjoy financial comfort in their elder years and provide financial security for their loved ones.
Offering sound advice about your client’s financial well-being means that your clients must be transparent with their finances, 这可能会让人感到害怕. But such honest communication builds trust and can deepen client relationships.
西奥多Sarenski, CFP, PFS, Sage View咨询集团的AEP, shared his experience of practicing open communication with his clients.
“The more issues the client speaks 对我来说 about, the more other issues surface. For example, we start talking about the client wanting to retire. 然后我们讨论他们退休后想做什么, 他们想住在哪里, and if they wish to move near children or grandchildren. You offer four or five different possibilities that interest them, 然后他们会问其他的想法, so you talk about things that neither of you [thought] you’d be sharing.
You develop this relationship with the client that’s far beyond just numbers,萨伦斯基说.
客户需要全面的PFP服务
自然, clients change their goals and needs as their situations evolve, and by embracing the integration of PFP and tax services, you position yourself as a trusted adviser who provides tailored solutions that address immediate concerns and long-term financial goals.
Building your tax and financial planning advisory services 对你和你的客户都有利. When you build rapport with long-term clients and invest in strong client relationships, you will expand your client base because they will tell their friends.
以你的专业知识, you can help your clients with their taxes and overall financial planning, 创造一个双赢的局面.
“我和客户讨论过财务规划, 这些人和他们的邻居交谈, 家人和同事对[我们的讨论]. I doubled the size of my practice through word of mouth, and I think that [developing] those personal relationships is the reason for word of mouth spreading,萨伦斯基说.
客户关系带来弹性业务
Growing your practice beyond taxes with value-added financial planning 建立基于信任的长期客户关系, which expands your business operations to reach a wider range of clients. Strengthening your client base involves investing time in getting to know your clients better, 反过来, establishes trust and enables them to entrust you with their financial matters.
“Gaining someone’s trust and having them share their entire financial life with you is a process. Throughout this process, they’re putting an incredible amount of trust in you or your organization. 这, 对我来说, is what you’ve developed in terms of resiliency that these people will call you before they call anybody else for any [financial] advice,萨伦斯基说.
Integrating PFP services into your tax practice is not just a strategic business move but a meaningful venture — it allows you to strengthen your connection with your clients, 培养一种相互信任的关系.
You’re invited to hear directly from 西奥多Sarenski and other PFP experts during a pre-conference workshop — Creating your CPA personal financial planning practice: An overview ——6月2日星期日.
Hear from a panel of CPA financial planners to learn ways to integrate tax to PFP, which includes recognizing the future of services to individuals, determining numerous service models that provide the highest client value and discovering tips to communicate, present and deliver recommendations to clients effectively. 您还将了解如何识别遵从性, 技术和实践管理方面的考虑, so you can determine what you need to provide PFP services successfully and create a checklist to guide you through your integration.
The workshop will take place in Las Vegas and online a day before the 高级个人财务规划课程 at 188bet亚洲真人体育下载® & Cima®engage 246月3日至6日. You can register for the pre-conference workshop directly or 申请一张全权限通行证，其中包括工作坊.