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PARTIAL TABLE OF CONTENTS:
MARKETING.
Sales and Marketing—TOPS.
Finding Your Niche: Designing a Marketing Plan.
Selling During Tax Season.
Marketing to Small Businesses.
Success with Seminars.
Other Marketing Tips.
PRODUCTS.
Selecting and Selling the Perfect Product.
Mutual Funds.
Tax Exempts.
Annuities.
Insurance Products.
ATTITUDE.
Awareness.
The Necessity of Setting Goals.
Conserving Your Most Valuable Resource—Time.
Finding Time to Increase Profits in Your Practice (Adding Financial Planning and Products).
Index.
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Add The CPA's Guide to a Successful Financial Planning Practice : Selling Financial Investments & Marketing Advisory Services, In this book you will find everything you need to actively market yourself as a full-service financial planning consultant and turn this side of your business into a noncyclical revenue generator. Jim Ainsworth defies the positions taken by the AICPA and , The CPA's Guide to a Successful Financial Planning Practice : Selling Financial Investments and Marketing Advisory Services to the inventory that you are selling on WonderClubX
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Add The CPA's Guide to a Successful Financial Planning Practice : Selling Financial Investments & Marketing Advisory Services, In this book you will find everything you need to actively market yourself as a full-service financial planning consultant and turn this side of your business into a noncyclical revenue generator. Jim Ainsworth defies the positions taken by the AICPA and , The CPA's Guide to a Successful Financial Planning Practice : Selling Financial Investments and Marketing Advisory Services to your collection on WonderClub |