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The CPA's guide to a successful financial planning practice : selling financial investments and marketing advisory services / Jim H. Ainsworth.

By: Ainsworth, Jim H.
Material type: TextTextPublisher: New York : Wiley, c1995Description: xii, 264 p. ; 24 cm.ISBN: 0471076872 (paper); 9780471076872.Subject(s): Financial planners -- United States | Financial services industry -- United StatesDDC classification: 332.6068 Online resources: WorldCat details
Contents:
Table of contents Sales and marketing TOPS -- Finding your niche: designing a marketing plan -- Selling during tax season -- In the office -- Selling from the fianancial plan -- Selling with mailers and tangibles -- Marketing to small businesses -- Success with seminars -- Other marketing tips -- Selecting and selling the perfect product -- Mutual funds -- Tax exempts -- Taxable income instruments -- Equities -- Annuities -- Insurance products -- Awareness -- The necessity of setting goals -- Conserving your most valuable resource-time -- Managing time and people -- The mind-body relationship -- Using your "other mind" -- Finding time to increase profits in your practice (adding financial planning and products).
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Item type Current location Collection Call number Copy number Status Date due Barcode Item holds
Text Text EWU Library
Reserve Section
Non-fiction 332.6068 AIC 1994 (Browse shelf) C-1 Not For Loan 1446
Text Text EWU Library
Reserve Section
Non-fiction 332.6 068 AIC 1994 (Browse shelf) C-2 Not For Loan 1447
Total holds: 0

Includes index.

Table of contents Sales and marketing TOPS --
Finding your niche: designing a marketing plan --
Selling during tax season --
In the office --
Selling from the fianancial plan --
Selling with mailers and tangibles --
Marketing to small businesses --
Success with seminars --
Other marketing tips --
Selecting and selling the perfect product --
Mutual funds --
Tax exempts --
Taxable income instruments --
Equities --
Annuities --
Insurance products --
Awareness --
The necessity of setting goals --
Conserving your most valuable resource-time --
Managing time and people --
The mind-body relationship --
Using your "other mind" --
Finding time to increase profits in your practice (adding financial planning and products).

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