Webinars With Industry Experts

Practice Strategies For Financial Planners

CPA-Financial planners can be extremely effective. In fact, CPA planners arguably have a competitive advantage because of the technical proficiency required to become a CPA.

However, CPAs, in general, struggle to market themselves, and that may be especially true of CPA financial planners.

Looking beyond tax compliance and audit work, especially during busy season, can be a challenge and financial planning opportunities can easily get lost or overlooked.

At this session, Robert Keebler, one of the nation's leading educators of lawyers and accountants on individual taxation, will cover:

  

• the marketable advantages of CPA financial planners

• where CPA financial planners can make the biggest impact

• specific strategies to market during compliance season

 

 

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is one of the nation's leading educators of lawyers, accountants and financial planners. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler contributes regularly to Advisors4Advisors and is an Advisor Products content partner.

 

This webinar is eligible for IRS EA CE, IMCA® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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