How do accountants market financial planning services?
The NNA has developed an eight-step marketing program, which is unique to our organization. Because of this diversified program, many accounting firms have found it easy to select one of the eight programs that will work specifically for their firm. These programs involve many proprietary systems which, when utilized, permit accountants to successfully market their financial planning practices. A major portion of our work is in the area of assisting accountants and accounting firms to market. We have found that marketing is an area that demands a great deal of attention on our part. Although many accountants have a thorough technical knowledge of the tax law and financial areas, marketing is an area that is often overlooked. We have developed extensive skills and focus in this area. We work with each firm to develop a program for marketing their practice in such a way that the goals established in the firm’s business development questionnaire are achieved.
