Detail A New Way To Sell Financial Planning   Oleh:  Royal, Weld Jenis: Article from Bulletin/Magazine Dalam koleksi: Journal of Accountancy vol. 186 no. 2 (1998), page 46-49. Topik: FINANCIAL; new way; financial planning Ketersediaan Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.7 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada     Lihat Detail Induk Isi artikel Seven years ago, as Stephen A. Batman, better known as Tony, tells it, some of his friends began whispering that perhaps he was being a bit foolish. First, he had left a fast - track - to - partner position at Arthur Andersen to join a real estate development company. Two years later, he had jumped to broker dealer H. D. Vest, Inc., one of the early brokerage firms to attract tax preparers to the securities business. And now, in 1991, Batman was again talking about moving. Although the idea of brokerages employing CPAs was fraught with controversy, frowned on by the accounting profession and prohibited by most states, Batman wanted to open another CPA - staffed brokerage in Texas, one of the five states where it was legal. He wanted to teach CPA s how to become financial planners, even salespeople. When friends and associates heard his proposition, they shook their heads in disbelief. There were a lot of naysayers, Batman recalls. But in 1992, with two small children, mortgage payments and other financial responsibilities, Batman gave up a comfortable salary at Vest to start 1st Global Partners, an independent brokerage in Dallas. Its target market : CPAs eager to replace eroding traditional accounting services with financial planning. His plan : Develop training modules, software and a support network especially for CPAs sole practitioners and firmswho would join 1 st Global as affiliates. While just about anyone could hang out a shingle offering financial planning services, 1 st Globals team would be limited almost exclusively to CPAs who could offer clients the added value of their experience in areas such as tax planning, financial statement analysis and accounting. During his first year in operation, Batman struggled. He spent all of his savings and occasionally put the company payroll on credit cards. At first, the company attracted sole practitioners and small firms, but gradually larger firms began to sign on, and today 1 st Global is booming. Among its 530 affiliates, the company counts 40 firms with annual billings of over $2.5 million. One - third of its affiliates have joined in the last 18 months. As a result of his achievements, Batman was chosen as a pathfinder in the CPA Vision Process. He was selected because he took risks to grow professionally and developed a new service based on his own vision of the future. Batmans approach to starting a new business in an untested field is a case study for any CPA s considering striking out on their own in new business ventures. Opini Anda Klik untuk menuliskan opini Anda tentang koleksi ini! Kembali

Copyright © 2006, 2007 Unika Atma Jaya, all rights reserved