CPA Playbook

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3 Mark Financial CPA Playbook

A Game Winning Strategy for Partnering with CPA Firms

According to a 2007 American Institute of CPAs (AICPA)/Moss Adams study, CPA financial planning practices averaged 34.9% growth in 2005 and 2006. This is significantly higher than the single digit growth experienced by the general accounting industry over the last decade. CPAs expanding into financial planning is gaining momentum and represents the early stages of a long-term trend. This momentum of CPAs expanding into financial services creates an exciting growth opportunity for affiliates to expand their traditional practices outside of the independent life insurance channel. For most CPA firms, understanding the landscape, identifying opportunities, and making the best choices requires a trusted partner.

This playbook is designed to help you become that trusted partner with whom CPA firms want to partner. From providing a more comprehensive overview of current market trends and challenges, to providing strategic solutions to affluent clients and business owners and truly becoming your CPAs’ trusted advisor, this program will help you become even better at gaining loyalty while also growing your new business pipeline.