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

Category: Practice management

In this episode, CPA financial planners share how to work with other advisers and professionals as part of the tax & financial planning team and answer the questions:

What is your role as the primary point of contact and how does that benefit your clients?
What are some effective strategies for working with other advisers who also put your clients’ interests first?
What are the challenges you might face in developing an adviser team? And how do you overcome them?
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 Planning Opportunities
Personal Finance Scorecard
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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Step 7: How do I structure staffing and work with other advisers? {Building a Tax & Financial Planning Advisory Business}

AICPA Personal Financial Planning (PFP)

Step 7: How do I structure staffing and work with other advisers? {Building a Tax & Financial Planning Advisory Business}