Top Qualities of an Excellent CPA Financial Planner

January 24th, 2014

Many CPAs have decided to add financial planning to the list of services offered to clients. It’s a great way to expand your horizons and differentiate yourself in the field. Your clients may already rely on you for advice on financial matters and some even prefer the assistance of their CPA over a Certified Financial Planner. In fact, a study conducted by CEG International found that more than half of wealthy citizens are likely to seek financial services from their CPAs.

Excelling as a Financial Planner
Clients won’t take financial advice from just anyone. If you want to sell yourself as an excellent CPA financial planner, it’s important to know what people are looking for. This includes:

  • Trustworthy.
    Without trust you’ve got nothing. When it comes to money, if your clients feel like they can’t trust you, they’re not going to want you managing their funds. As a financial planner you have access to their private, personal information, so make sure people feel comfortable with you.
  • Solid Team of Experts.
    Clients don’t expect you to know everything. In fact, they’re more impressed when you can admit you’re not an expert at something, but can easily find someone who is. When you surround yourself with a solid, hardworking team, people feel like you’re equipped to handle all their financial needs.
  • Strategic Thinking.
    Having an ability to think outside the box really impresses clients, as this allows the possibility of coming up with a more efficient way of doing things. When you can make a person’s life easier or save them money, you’ll have one very satisfied client.
  • Hard Worker.
    A good financial planner gets the job done, but a great one really takes the time to examine a client’s finances to make sure they’re maximizing their earning potential.
  • Excellent Communication Skills.
    To keep a client on a long-term basis, one must be a great communicator. It’s important to really listen to the questions, concerns, and goals of your clients to make sure you’re leading them down the path they want to be on.

Working as a financial planner is a huge responsibility that comes with great rewards. Knowing you’ve helped your clients to reach their financial goals is a wildly satisfying feeling.

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