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Lifeinsurancedr beyondcompliance

BEYOND COMPLIANCE: THE FUTURE OF CONSULTING SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 22, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This course discusses the various pressures impinging on CPA firms financial well being in the future, both internal and external, and what might be done to mitigate these and thrive. From the Jobs at risk of automation study performed by the University of Oxford to the most recent findings at the AICPA executive conference regarding the increased level of competition from non-CPA firms, this topic should interest every CPA firm concerned about their future. A practical discussion of what has worked and what has not providing ideas where firms can extend their consultative services. These types of services are actually desired by their clients, and CPA’s are in an ideal position to offer them as they are trusted advisors.

Learning Objectives:


  • Acknowledge the various pressures facing CPA firms

  • Explore what has worked for other firms to extend consulting services

  • Do a deeper dive to understand the benefits of utilizing wealth management and life insurance consultation and how it can be accomplished


***Visit lifeinsurancedr.com to sign up for our email list and receive a free copy of David's book!

Testimonials:

The Best Kept Money Secret in Your Insurance Policy? Brian Tracy, author and self-development leader, says, “This is a wonderful, intelligent book that will show you how to make or save money with your life insurance-for life.”
 
Kevin Harrington, Original shark from Shark Tank and Inventor of the infomercial  “Very important book for attorneys, CPA’s, and agents. I would expect mine to be informed
 
Joe Theisman Former NFL football player,sports commentator, and corporate speaker “Innovative,insightful, and impactful
 

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Testimonials
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Linda, NC

"I really learned new usable information from this webinar!"
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Andre, DE

"Definitely enjoyed but no testimonial at this time"
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Deborah, CO

"Very interesting idea. Thanks David for sharing an idea regarding how to bring clients value while also generating revenue "outside the box". Appreciate David sharing his knowledge. Nice presentation style."
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J, OR

"Very interesting concept."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Kottler

www.lifeinsurancedr.com
The Life Insurance Doctor
dkottler@lifeinsurancedr.com
(561) 314-3100

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David Kottler is a renowned speaker, author, financial planner and entrepreneur who combines his leagal and business experience with a passion for philanthropy. As the Insurance Doctor, David creates game-changing results for his clients by using an innovative "True Value" life insurance review process that has generated millions of dollars for his clients in the last few years alone. He pursues his passions of philanthropy, golfing, and helping clients understanding the "why" behind their planning. David lives with his wife, Marcela in Boca Raton. Together, they have raised a blended family of nine children and nine lovely grandchildren.

About Our Presenter

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David Kottler is a national speaker, author, and entrepreneur who combines his legal and business experience to produce game changing results for clients by providing cash, cash savings, and tax savings through his portfolio rescue process.