CPA - medium firm
Other
Implementing financial services is crucial to expanding your profitability. In this lesson we’re going to reveal the secret of how to do it successfully. The secret is simpler than you think, and its power comes from implementing it over the next 3 months while you’re meeting with your clients. We are going to address common reasons why tax professionals often don’t succeed when attempting to add financial services. We will provide information on tools that can improve your success rate and will result in transitioning your clients from audit and tax clients to financial services clients. Learn how to translate your findings into value for you and your clients.
Discover the one tool you haven’t been using that makes all the difference.
This session will include a 15 minute demo of the SmartCenter software. See how other modern tax offices are taking advantage of available technology to successfully implement financial services.
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Learn why implementing financial services is crucial to expanding your profitability
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Learn why many tax professionals aren’t succeeding in adding financial services
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Learn about the one tool you’re not using that makes adding financial services fool-proof
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Learn the right questions to ask your clients (and how to ask them) to transition them from tax work to financial services
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Learn how to translate your findings into value for your client
Jeannie, KY
"I found the webinar to be very enlightening, watching this gave me some new insights into becoming a financial advisor. I have tried this before and failed. I got the insurance licenses, the securities licenses and certified for writing mortgages, however, I had no idea how to incorporate that into my practice effectively. I'm going to try again this tax season; I believe the results will be dramatically different."
Fred, TX
"Great Presentation! I will definitely take advantage of the 30 day free trial for SmartCenter. This appears to be exactly the "Bridge" I have been looking for to help me convert tax clients to become financial services clients! Thank you Chris for providing information that will help me grow my financial services practice."
Phillip, TX
"i have been licensed with Series 6 and 63 for over 10 years, but have not had a real strong success in financial planning with my tax practice. This course has provided me with ideas and tools that will help me implement what I have always wanted to do for my clients."
Rudy, FL
"Good expansion on what financial planning is from non CPA's. I wonder how the Financial Plannings specialists people at AICPA feel about this concept. Are we expanding the entry of people into the field with limited CP A trained skills and background?"
Clifton, MD
"Where your practice lends itself to helping your clients with their financial needs for their future, this is a great start, and it appears that the folks who created Smartcenter have shown that they will be there to work with you."
Charity, NC
"I appreciate how Chris simplified the idea of financial planning and made it seem like a service you could actually easily integrate into your practice."
Ronald, IN
"I enjoyed the webinar, but would not be interested in writing a testimonial."
Jerry, MN
"This was a great seminar on a topic I hadn't thought much about."
Chris Basom
SmartCenter
Co-Founder
c.basom@getsmartcenter.com
(800) 926-5905
Chris Basom is the founder of SmartCenter, a cloud software that helps tax professionals organize their practice and increase their revenue. Chris is also the Managing Partner of a Tax & Financial Planning Firm based in Southern California. With more than 30 years of experience as a tax professional, Chris knows first-hand, the dramatic changes that have taken place in the industry. Throughout his career, he has seen how emerging trends have affected tax businesses. Recognizing the power of technology, and excited by the opportunities it offered tax professionals, Chris developed the SmartCenter software to help to take advantage of emerging trends in the tax industry and better serve clients.
Will is a huge Lakers fan and lover of technology. He has spent the last 15 years helping 1,000's of Tax firm owners simplify their pricing and increase revenue so they can spend more time doing what they love. He is an approved instructor with the NATP and AICPA, and regularly hosts webinars and training.
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