In phase 8 we’re going to introduce you to another powerful CPA client workshop, “Roth Conversion with NIM/CRUTS”. Roth conversion is no doubt a hot topic among the high net-worth who until 2010 were not eligible to convert their IRAs. In this workshop we’ll teach you how to educate the CPA on the enormous opportunity their clients have to save 10’s if not hundreds of thousands of dollars of unnecessary taxes. We’ll also show you how to teach the CPA to spot planning opportunities for you, again positioning you in front of the right clients within the CPAs practice.
We’ll also introduce you to Gina Rainey, Operations specialist and coach to advisors in how to run a Winning With CPAs office. It’s important as you grow that your systems and procedures grow with you. We’re bringing Gina in to teach you and your staff how to grow your operations to keep up with the new growth in your business over the past two years so you are free to continue to grow with out sacrificing your personal life and time with family and the other things in your life that are near and dear to you.