One of the best ways that you can market your firm’s services and expertise and generate more client referrals is by providing educational seminars for your local CPAs and enrolled agents. Some of the best and untapped opportunities for client referrals are when CPAs meet with their clients annually to prepare tax returns. Right before they’re about to meet with their clients, be a resource in their ear about other types of planning that they can be on the lookout for and help them become the “hero” by offering your services to their clients.
Rather than re-invent the wheel and start from scratch on putting together educational seminars that target CPAs, why not use a tested and proven seminar that’s already available and ready-to-use? Now you can with one of our continuing education seminar packages for CPAs entitled, “The Top 10 IRA Planning Mistakes CPAs Make”!
Benefits of the Top 10 IRA Planning Mistakes CPAs Make CE Seminar Marketing Package for Professionals
Here are just a few benefits of our Top 10 IRA Planning Mistakes CPAs Make CE Seminar Marketing Package for Professionals.
- A (reasonable) one-time licensing fee. We don’t charge any on-going membership fees or annual license renewal fees. You only have to pay us once to purchase the license and rights to use our product and you won’t be required to pay any on-going fees to use it in the future. Should we have any major updates to the seminar, you may be given the opportunity to purchase an update at a nominal fee.
- No territorial exclusives. We don’t provide people territory exclusives, which means that anyone can get this seminar for his or her estate planning practice - - all the more reason you should get this package before your nearby competitors do and start marketing their services to all of your potential CPA referral sources!
- We provide product demonstrations. Unsure of buying a product sight-unseen? No problem. We understand, which is why we are pleased to offer one-on-one demonstrations and answer any questions you might have about our products upon request. Simply call us at 1-866-754-6477 or e-mail us to schedule a product demonstration.
- Our seminar has been tested and proven to work. One of the biggest benefits of our Top 10 IRA Planning Mistakes CPAs Make CE Seminar Marketing Package for Professionals is that it’s been tested and proven to actually work in Mr. Kavesh’s law practice. This isn’t a seminar that he put together for the purpose of merely selling to other professionals. He put this seminar together for his law practice and has successfully implemented it. Your time is valuable and, most likely, limited, so save yourself the hassle of having to reinvent the wheel.
- On-going support. It is important to us that you are successful with the products that you purchase from us, which is why you not only receive an audio recording with instructions about how to implement this package along with all of the necessary seminar tools to properly implement this product, but we are always available for any of your questions or implementation issues that you may run into.
What’s Included in the Top 10 IRA Planning Mistakes CPAs Make CE Seminar Marketing Package for Professionals?
The Top 10 IRA Planning Mistakes CPAs Make CE Seminar Marketing Package for Professionals comes with the following items:
- Seminar PowerPoint Presentation with over 35 slides to help educate and inform your local CPA referral sources about common IRA planning mistakes made by CPAs (along with how to avoid them).
- Seminar Script so that you will know what to say for each and every slide in tested and proven phrases and explanations that hits all of the hot buttons for CPAs, showing them the importance of cooperatively working with your firm to assist with their client’s IRA and other estate planning needs.
- Direct Mail Marketing Materials featuring a direct mail flyer piece and email (or newsletter) marketing piece that will help drive interest and attendance to the seminar.
- Seminar Handouts including a seminar outline, response form and other helpful flyers and handouts.
- Continuing Education Credit Forms & Tools including guidance on providing continuing education to CPAs for attending the seminar, plus Certificate of Attendance and Sign-In Sheet tools to use to help provide credit.
- 60-Minute Audio Implementation to help you with implementation of this seminar package in your practice so you can hit the ground running from the moment you purchase it!
The seminar presentation comes in a modifiable Microsoft PowerPoint format and the seminar handouts come in a modifiable Microsoft Word format for you to be able to easily modify, edit and use in your practice.