The Process

We'll show you how

THE PROCESS

THE OPPORTUNITY IS NOW

  • Maturing marketplace
  • Aggressive competitive environment
  • CPAs will become a major player in the financial services industry (90/10 survey)
  • Your clients have been waiting . . . how long will they wait until they go elsewhere?

HOW IT’S DONE

  1. CPA Profile
  2. Client Segmentation
  3. Marketing Program
    1. Initial Plan
    2. Action Plan
  4. Financial Services Integration
    1. Office Setup
    2. Financial Planning Day
  5. Checks and Balances
how it's done

ACTION STEPS TO CONSIDER

  • Meet with the [insert program name] team and learn more
  • Evaluate your current practice
  • Evaluate current relationships with other financial services providers
  • Survey your clients (gain feedback)
  • Develop a written business/marketing plan
  • Vision is good, but Action is great!

silver-state-cpa-allianceSilver State CPA Alliance

Phone: (702) 371-1000
Fax: 702-897-5167
7380 South Eastern Ave. Ste 124-288
Las Vegas, Nevada 89123