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Programs:
- Creating a Sustainable CPA Practice Series - Building Additional Revenue Streams
- Integrating Financial Planning Services: Evaluating the Different Model's Strengths, Challenges & Transparency
- "Creating a Sustainable Business Model: The 7 Critical Fundamentals"
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Joy has been a financial advisor for over 23 years with a specific
focus on:
- Building Financial Planning Practices
- Marketing & Creating Clients
- Developing Synergistic Relationships for Referral Generation
- Business Development & Integrating Comprehensive Planning Services
into CPA Practices
- Crafting CPE and Educational Forums for CPA's and Other Planning Professionals
- Educating Planning Professionals on the Importance of Sustainable Investing & ESG Criteria*
*Last five years
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"The financial services industry - specifically Financial Planners, Wealth Advisors and CPA's - are particularly vulnerable deriving 100% of their revenue from the success and integrity of the Corporate and Business Landscape. Having been in the Financial Services Industry for over 23 years I know the system and how it is set up. I know the strengths and the integrity challenges to building practices and relationships within the planning industry. It is important to understand all aspects of these relationships with transparency if these relationships are to work and be successful. New approaches with a focus on sustainable investing, and offering comprehensive planning services based in integrity with teams of individuals offering their specific expertise will be critical for sustainable business development and successfully serving our clients."
Our unique competitive edge is based on the fact that our consulting model utilizes our 20 years of studying and understanding holistic principles and applied metaphysics - this completely separates us from our competition and allows us to assist you in creating exactly what it is you define to be your goals and objectives. We use your challenges as a way through to your goals not an impediment to them. We are quite aware of the fact that if a practice or business is to succeed in this changing climate the individual as well as the business model must adapt itself to the new. Being able to create sustainable successful planning practices will require collaboration, team approaches to planning, Integrity-Based strategic relationships, a focus on Sustainable Investing and the use of Bigger Picture concepts. The Charon model and process teaches Planners, CPA's and other Business Planning Professionals to do just that.
If you are interested in finding more specific information for CPA's, Sustainable Business Development and The Integration of Wealth Management Services please contact Joy Pettirossi-Poland at joyppoland@aol.com or call 401 714-7123. |
