Susan and Tom Tillery announce their next:

Building a Fee-for-Service Personal Financial Planning Practice class.

July 17-19 and 24-26, 2024 (virtual) – Susan M. Tillery, CPA/PFS, AEP (Distinguished), MAcc and Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, two prominent figures in the financial planning industry, are delighted to announce their collaboration in 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 is designed to 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
  • Building a collaborative team of advisers
  • Compliance and regulatory considerations
  • Application of The Statement on Standards in Personal Financial Planning
  • Application of Life Coaching    

Participants can expect to 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 for our next class, please visit https://fpadvocate.com/

About Susan M. Tillery, CPA/PFS, AEP® (Distinguished), MAcc

Susan is a highly respected Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with over 35 years of experience in the financial planning industry. She is dedicated to helping individuals and families achieve their financial goals through personalized integrated financial planning.

About Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®: Tom is a renowned Certified Financial Planner® (CFP®) and Accredited Estate Planner® (AEP) with a wealth of experience in personal financial planning and wealth management. He is committed to empowering clients to make informed financial decisions and achieve financial success.

For media inquiries or interview requests, please contact:

Susan M. Tillery, President

Financial Planning Advocate (FPAdv)

Susan.tillery@fpadvocate.com

The views expressed are those of the author as of the date noted, are subject to change based on market and other various conditions. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. The information contained in our presentations have been compiled from third party sources and is believed to be reliable; however, accuracy is not guaranteed.

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