The CPA's guide to a successful financial planning practice : selling financial investments and marketing advisory services / Jim H. Ainsworth.
By: Ainsworth, Jim H
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Material type: 
TextPublisher: 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 | Item type | Current location | Collection | Call number | Copy number | Status | Date due | Barcode | Item holds |
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EWU Library Reserve Section | Non-fiction | 332.6068 AIC 1994 (Browse shelf) | C-1 | Not For Loan | 1446 | ||
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Text
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EWU Library Reserve Section | Non-fiction | 332.6 068 AIC 1994 (Browse shelf) | C-2 | Not For Loan | 1447 |
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).
Business Administration
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