As an accountant, how can you make more money?

There are three ways (without winning a lottery):

1. catch more fish
2. catch bigger fish
3. keep more of each fish

Discover how at a special free event from Five Ways Financial. To reserve your spot, simply click on the Register button above.

Agenda

Description

Here are more details about the topics.

Do you market like it's 1999?

Nowadays, we access email and the Internet from wherever we are. Back in 1999, did you even have a mobile phone? The world changes rapidly. Has your marketing? You'll see why marketing matters more than ever. You'll discover quick, cheap, proven techniques you can use today, next month and maybe even next year.

What your clients want ... and don't get

Accountants are the most trusted financial advisors. That's wonderful but no longer enough. Clients want you to improve in four key areas. Learn how to satisfy them, increase your revenue and attract new clients.

How to free "trapped" retained earnings

Would your small business clients like tax-free access to their retained earnings? With your help, that's possible. They even get large tax deductions which you apply for their benefit.

Presenter

Promod Sharma | Marketing Actuary | Taxevity

Promod (pronounced "pro-MODE") applies actuarial science to tame the financial risks of living too long, dying too soon and overpaying taxes. After graduating from The University of Western Ontario in 1984 on four scholarships, he apprenticed for 10 years to master the deep technical skills of an actuary. For the next decade, Promod designed flexible, accountable insurance products. In 2005, he started collaborating with leading advisors like Five Ways Financial to handcraft strategies for your specific financial risks.

Promod has presented across Canada and even in Switzerland. To help you and your business, Promod has written 300+ blog posts and recorded 65+ podcasts. 

We're all in marketing and need help to improve. As a free gift for registering, you'll get the Marketing Reflections eNewsletter with valuable tips. For more details, visit promodsharma.com or LinkedIn.

Who Should Attend?

This seminar is for accountants and other tax advisors who want to 

• market better using proven social media techniques (accountants rank third worst in prestige)
• collaborate to help their wealthy clients cut losses to tax using the special capabilities of life insurance (tax-exempt under section 148(3) of the Income Tax Act)

What People Are Saying

The handwritten comments show the need for an event like this. By attending, you'll have a chance to give your comments too. 

To reserve your spot, simply click on the Register button at the top of this invitation.

Acknowledgement

Thanks to AT Financial Group for providing the facilities.