Susan and Tom Tillery announce next "Building a Fee-for-Service Personal Financial Planning Pra

ATLANTA - Sept. 30, 2024 - PRLog -- Classes are scheduled for October 21-23 and October 28-30, 2024 (virtual) - Susan M. Tillery, CPA/PFS, AEP (Distinguished), MAcc and Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, have announced they will be  teaching their signature course: "Building a Fee-for-Service Personal Financial Planning Practice".

The course is offered through their education company, Financial Planning Advocate, LLC. This comprehensive course will provide aspiring CPAs and CPA financial planners with the knowledge and skills necessary to establish and grow a successful fee-for-service personal financial planning practice. The course qualifies for 24 hours of CPE credit.

Susan M. Tillery, CPA/PFS, AEP^® (Distinguished), MAcc is a highly respected Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with extensive experience in tax planning, estate planning, and wealth management. Her expertise and dedication to the profession have earned her recognition as a leader in the field.

Thomas Tillery, MA, MSFS, AEP^® (Distinguished), CFP®, is a renowned Certified Financial Planner® (CFP®) and Accredited Estate Planner® (AEP) known for his comprehensive knowledge of personal financial planning and wealth management. With over 35 years of experience, Tom is committed to empowering individuals and families to achieve their financial goals.

"We are excited to teach our signature course on building a fee-for-service personal financial planning practice," said Susan Tillery. "Our goal is to provide participants with practical insights, strategies and processes that they can apply to launch and grow their own successful practices."

"Building a fee-for-service personal financial planning practice requires a unique set of skills and knowledge," said Tom Tillery. "In this course, we will cover everything from developing a business plan to attracting and retaining clients, and equipping participants with the tools they need to succeed in today's competitive landscape."

The course covers key topics such as:

• Understanding the fee-for-service model
• Developing a business plan
• Marketing and branding strategies
• Client acquisition and retention
• Determining the fee for the services offered
• Preparing for and conducting each client meeting
  
  Participants will gain valuable insights and actionable strategies to help them build and grow their fee-for-service personal financial planning practices.
  
  For more information about the course, and to register, please visit https://fpadvocate.com/
  
  For media inquiries or interview requests, please contact:
  
  Susan M. Tillery, President
  Financial Planning Advocate (FPAdv)
  Susan.tillery@fpadvocate.com