A blueprint for success in the 1990s… Proven techniques for marketing and selling your financial planning services… CPAs are discovering that to remain viable in the automated, hypercompetitive 1990s, they must break out of their "comfort zone" and take the big leap into financial planning services. This book is designed to get you quickly and confidently on-line with all the skills and expertise you need to make financial planning an important revenue generator in your practice. Accountant and certified financial planner Jim Ainsworth zeroes in on a controversial topic of major importance to the future of your business—should accounting professionals sell investment products? His answer is a resounding "Yes!" and he arms you with the proven techniques he used to grow his business from a small town "tax-return factory" to a multimillion dollar financial services firm in just five years. With the help of real-life examples, sample correspondence, checklists, and other tools you can use in your own practice, Jim shows you how to: 
<ul>
<li>Become licensed to offer financial products and other nontraditional financial planning services</li> <li>Market yourself as a full-service financial planning specialist</li> <li>Structure fees and payment options to overcome client fee resistance</li> <li>Find your niche and develop the practice specialties that work best for you and your clients</li> <li>"Sell" your clients on the investments that will best help them meet their long-range financial goals</li> <li>Organize engagements, gather client data and customize client analyses, develop recommendations, prepare client reports and presentations, and much more</li> </ul>

The CPA's Guide to a Successful Financial Planning Practice: Selling Financial Investments and Marketing Advisory Services

Business & Money

Ainsworth, Jim H.

Economics

wiley

Everything you need to know to succeed in today's fastest growingsector of the consulting market. Jim Ainsworth is an extremely successful financial planningprofessional with more than 30 years in the business. In How toBecome a Successful Financial Consultant, he tells you everythingyou need to know to move into financial consulting. He familiarizesyou with all the types of planning that financial consultants dealwith, as well as the various investment vehicles. And, based on hisown experiences and those of other successful financial consultantsacross the nation, he supplies you with a proven blueprint forsuccess. You get expert advice, guidance, and insiders' tips on howto: * Get the education, experience, and licensing you need to qualify. * Get certified (and whether you need to). * Develop a surefire success plan. * Set up a practice and attract clients. * Network, market, and sell your services. * Set fees and collect other forms of compensation for yourservices. * Avoid the 10 most common mistakes that beginners make. * Get the most out of meetings and professional conferences. Written by Jim Ainsworth, a financial planning professional with 30years in the business, this valuable guide provides professionalsinterested in making the move into financial consulting witheverything they need to know to make a living investing otherpeople's money. Drawing on his personal experiences and those of colleagues acrossNorth America, Ainsworth covers all the bases. He begins bydescribing the three major groups of financial planners and theseven different styles of asset management and helps you to decidewhich is right for you. You find out all about the various types offinancial planning that most consultants deal with--includingestate planning, retirement planning, and family financialplanning--and the best investment vehicles currentlyavailable. Ainsworth then cuts to the chase and provides the nuts-and-boltsinformation you need to make it as a financial adviser. Writing ina down-to-earth style, he tells you what type of education andexperience you need to become an effective financial consultant,how to become licensed, how to get started in business, how to setfees and receive compensation, how to market your services andpromote different financial instruments, and much more. He showsyou how to develop a surefire success plan, and he supplies expertadvice and guidance on how to avoid the top 10 beginners'mistakes. Throughout this book, Ainsworth advocates taking a holisticapproach to financial planning--one that takes into considerationnot just people's differing needs, but their contrasting attitudesabout money and investments. To that end, he provides insightfulprofiles of the different types of "money personalities" in thefinancial world and shows you how to identify and successfully workwith each type. How to Become a Successful Financial Consultant is your completeguide to making it in today's fastest growing sector of theconsulting market.

How to Become a Successful Financial Consultant: Making a Living Investing Other People's Money

Industries

This book is a comprehensive reference source for CPAs who provide, or want to provide, personal financial planning services. It includes guidelines and strategies on how to make the transition from a traditional accounting practice to financial planning and investment advisory services. It also shows CPAs how to convert existing clients to financial planning, and gives advice on communication techniques, structuring an investment advisory entity, and monitoring and measuring planning results.

Financial Planning for Cpas

Test Preparation

Bernstein, Phyllis

Lach, Linda

Professional

John Wiley&Sons, Inc.

In The Rivers' Flow

Literature & Fiction

Conservator of Amer Letters

This book is about two journeys across Texas. Both journeys were by covered wagon and horseback. The first took place in 1918--the second in 1998. The author and his double cousin recreate the journey from West Texas to East Texas that their ancestors undertook 80 years earlier. It deals frankly with the difficulties of recreating conditions as they were eighty years earlier and provides a fascinating look at people encountered in the 325 mile ride. The second journey begins with the search for the lost great-grandfathers grave and ends at the final campsite of the original travelers. Daily remarkable spiritual or significant events make the story fast-paced and easy reading. A special connection to eighty-year-old biscuits carried on the original journey is the reason for the title. Without glorifying any person or aspect of the family, it allows the reader to connect with his own memories through the unique experiences of the people in this account. Selected for presentation to the East Texas Historical Association, Delta County Cultural Association, to be reviewed for Texas Books in Review and the Texas Folklore Society. The author has been asked to make nine presentations to date on the book which should result in significant orders. The first edition is two thirds sold out, second edition soon to follow.

Biscuits Across the Brazos

Season of Harvest Publications

Ben Tom Lawless and his two younger brothers are left by their parents to live with an uncle. On their first night in his house, they discover their uncle, a professional thief, stealing their most valued possessions. Living life surrounded by family role models that flaunt virtually all of society’s rules, including the law, has deeply affected Ben Tom, but not in a way most would predict. His family’s woeful inadequacies and criminal activities have imbued him with a superior sense of right and wrong. Being the firstborn son has implanted deep within him an almost obsessive need to protect and nurture others, often to the detriment of himself and his family. When his younger brothers march lockstep into the Lawless pit, Ben Tom risks everything to pull them out.

Firstborn Son

Genre Fiction

Seventy years of living inspired this wide-ranging and far-reaching collection of stories that shaped the author’s life. Ainsworth’s compelling narratives of encounters with legendary cowboys and roundups on historic Texas ranches complement stories of not-so-famous cowboys and his personal team roping sagas. Tales of true friendships (people and animals), blend with inspiring family experiences and adventures while checking off life’s bucket list. Jim writes about books and reading, the art, craft, and creativity of writing, and the unusual authors, poets, singers, and songwriters he has met. Honored and privileged to write and present Life’s Final Songs for friends and family, Ainsworth delves deeply into his own personal journey to belief and faith in Believing in a Grand Thing.

A River of Stories: It's Been Quite a Ride

Parenting & Relationships

An accident at an isolated railroad crossing leaves Tee Jessup in a coma. He awakens to find that everything he cherished in life has been taken from him and a Catholic priest at his bedside with written instructions left by his parents. Tee resists, but without a home or a job, he is forced to abandon the ranching life he loves and to travel paths he never imagined to recover some of what he has lost. When he fails repeatedly in his new urban world, wife Sarah takes their son and leaves. Tee thinks she has left because of his failures until he discovers the more sinister reason.

Rails to a River: A Long Awakening

They gather around a big table in the back of Prigmore’s General Store and Café in downtown Riverby several times a week most weeks. There are six of them, five men and one woman. There may have been more or less in the past. There are no programs or speakers. Those outside The Circle wonder what they talk about, but they don’t ask. The only requirement for membership is to have been deeply hurt or to have caused serious hurt to others. Tee Jessup is not a member of The Circle, but he qualifies. He spends a lot of time on the porch of a dilapidated farm house on a hill, feeling sorry for himself over the loss of his parents, his brother and his wife. He dreams of taking revenge on the man responsible for his wife’s death, but he can’t take the vengeance he craves because he has a young son. Just down the hill from Tee’s home sits a long-abandoned shack. Decades earlier, it was used as a shelter for itinerant cotton pickers during harvest season. Clayton Dupree stayed in the picker shack when he was a boy. Now he has secretly returned to write his songs, paint his pictures, play his guitar, record everything that happens around him, and nurse a bullet wound.

Circle of Hurt

See the best price to sell, buy, or rent books by Ainsworth, Jim H.. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Ainsworth, Jim H.

See the best price to sell, buy, or rent books by Ainsworth, Jim H.. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

The CPA's Guide to a Successful Financial Planning Practice: Selling Financial Investments and Marketing Advisory Services

How to Become a Successful Financial Consultant: Making a Living Investing Other People's Money

Financial Planning for Cpas

In The Rivers' Flow

In The Rivers' Flow

Biscuits Across the Brazos

Firstborn Son

A River of Stories: It's Been Quite a Ride

Rails to a River: A Long Awakening

Circle of Hurt