 |
 |
|
 |
 |
|
|
||||
|
|
|
|
||||
 |
The cpa+ program
offers many unique advantages that can expand your practice and may
increase your revenue. More than just financial services products,
cpa+ incorporates a dynamic team philosophy, customized marketing
strategies, proactive ongoing support, and a wide range of investment
alternatives to assist you in developing a winning game plan. cpa+’s marketing goal is to build on your professionalism, reliability, integrity and experience in order to enhance the relationship of trust with your client. The cpa+ Business Development Manager will work with you to: • Prepare a viable financial services marketing program • Review your practice and the potential for integration of • financial products • Identify clients who could most benefit from financial • services • Develop and implement a detailed client contact and • marketing plan • Communicate expanded capabilities to clients with • pre-approved cpa+ marketing materials |
||||||
|
|
||||||
 |
|||||||