EVENT DESCRIPTION
Tax professionals and financial planners are uniquely positioned to guide their clients to make a well informed Social Security income election decision. As they venture into this topic area, they will need to determine what level of Social Security income planning service they will provide for their clients, or they may opt to outsource certain aspects of these services. If they choose to provide these services in-house, they will want to utilize effective means of marketing and providing the requisite client deliverables.
This 2-hour course will provide tax and financial professionals with marketing and practice management tools to help them both bring more value to existing clients, and attract new clients, while educating and guiding them through this very important financial planning decision process. The various professionals that provide Social Security income planning services and the scope of those services will also be discussed.
Participants will learn the tools and marketing strategies to reach out to affiliates and Centers of influence, how to prepare and present effective seminar PowerPoint presentations, and what comprises effective Social Security mail and online campaigns. Finally, information on how to conduct the client meeting and how to uncover both content and demographic niche markets in your community will be discussed.
EVENT OBJECTIVE
Recognize that the 2015 Budget Act creates a need for more client education and presents a marketing opportunity
Differentiate between the types of professionals that provide Social Security income planning advice
Evaluate whether to add Social Security income planning services to your practice or outsource them
Recognize the types and depths of services to consider providing to clients
Describe to clients key elements of Social Security income planning and their significance
Identify valuable affiliate marketing partners and understand their roles with respect to Social Security income planning and the client
Illustrate various techniques for marketing Social Security income planning services
Identify different types of Social Security income planning PowerPoint public presentations
Differentiate between the various content and demographic niches for marketing Social Security income planning advice
EVENT DETAILS
Company:
CCH
Number of Hours:
2 (Recommended)
Prerequisite:
Basic Knowledge of Marketing Social Security Rules & Claiming Strategies
Program Level:
Update
Knowledge Level:
Advanced
Delivery Method:
Group Internet Based
Number Of Days:
Food Included:
None
Seminar Number:
Early Cut Off Date:
01/01/1970
Phone:
Venue:
,
Accommodations:
,
Recommended For:
CPA (2)
Approved By:
NASBA