|Book||Partnering with Financial Planners||13/09/2012||9780864607959||$60.00|
Partnering with Financial Planners is written for accountants in practice who are seeking to provide financial services and broader solutions to their clients. One of the key considerations, addressed in this book, is how to engage with financial planners and other specialists to deliver a quality service and add further value to your clients. Financial planners too will gain an excellent insight into the world of accountancy and how best to collaborate with practitioners.
Clients’ needs are increasingly complex and the provision of broader financial services is becoming more important in achieving their objectives. Enormous synergies can be achieved when accountants and financial planners work alongside each other to assist these clients. As a consequence, there is much to be gained by understanding how to incorporate clients’ other needs and develop successful collaborations within an already busy accounting practice.
Given the Federal Government’s recent announcement regarding a new limited Australian Financial Services Licence (AFSL) for accountants – where accountants will be permitted to deliver limited financial advice in areas such as superannuation, life insurance and simple managed investment schemes, the contents of this book are highly relevant.
Whether providing in-house or external alliance services, accountants should consider how they should satisfy their clients’ needs beyond standard advisory, tax, audit and accounting compliance services. Partnering with Financial Planners is an excellent publication which opens the door to providing extended services to your clients.
- Learn how to create new business opportunities for your firm through successful collaborations
- Financial services is a growing area, be in a position to provide solutions to address these needs and be foremost in your clients mind.
- Provide simplicity for your clients by efficiently and seamlessly integrating their range of financial services and requirements.
About the Author
Scott Charlton FCA is a business coach and consultant with more than 30 years’ experience in the accounting and financial planning sectors.
This book is endorsed by the Institute of Chartered Accountants in Australia (the Institute). Institute Members are entitled to a discount on this publication. If the discount has not been applied, please refer to the Institute’s website to access the promotional code.
- Contains invaluable information for helping accountants add value to clients and their firms
- Examines historical problems in this field, and offers case studies and practical solutions on how to best integrate financial planning into your firm
- Includes a toolkit of practical documents which accountants can readily integrate into their own system
You Might Also Like
What do Financial Planning Clients really want?
Your Professional Headspace
Australian Financial Planning Handbook 2012-13
What Do Accounting Clients Really Want?
Australian Financial Planning Handbook 2012-13 - eBook + B...
Australian Financial Planning Handbook 2012-13 - eBook
eBook - ProView
ASIC Financial Services Policy Handbook: Online (Westlaw A...
ASIC Working Guide for Accountants: Online (Westlaw AU)
What Do Accounting Clients Really Want? PDF
Robert MC Brown FCA
Most accounting firms believe that they should offer financial planning services, but are uncertain about how to do so. Scott Charlton’s latest book critically and practically examines the options, from an informal referral arrangement with an ‘arm’s length’ financial planner to an integrated division within the practice. The author, who is a Chartered Accountant, does not shy away from outlining his views about what is likely to work (and not work). Importantly, Charlton is open about the negative consequences of partnering with a financial planner whose professional culture and ethics are not aligned with the accounting firm. If you are reviewing your options, this book (which includes a CD toolkit with pro-forma documents) is highly recommended reading.