Branching out into specialties such as financial planning and business valuation can improve CPAs' bottom lines and deepen existing client relationships. Jerry Love, CPA, CGMA, ABV, PFS, CFF, CITP offers insights from his experience in this transcript of a live blog session from the 2013 Practitioners Symposium and Tech+ Conference in Partnership with the Association for Accounting Marketing Summit. In a related article, Dan Richards talks about how financial planners can find the sweet spot in niche marketing to clients.

Related Summaries