Build Awareness
The digital age has put a lot of facts and opinions at your clients’ fingertips–far more than they can process effectively by themselves. It is important for them to distinguish the relevant information from the noise.
They look to you–somebody they know, somebody who knows them and their financial situations–to sort out which facts are relevant and which opinions are trustworthy. Educating your clients is a remarkable responsibility–and a significant opportunity.
We help you cut through the noise. Informative awareness pieces, branded to your firm, open your clients’ eyes to opportunities you’ve identified. Newsletters and marketing materials prompt them to ask necessary questions and take necessary actions. The Living Balance Sheet® provides an unparalleled ‘big picture’ of each client’s personal and business financial situation. It shows them, vividly, the consequences of inaction–and the rewards of action.
All these resources educate your clients, make them more aware of their needs, and support your efforts to meet those needs and provide essential services.
Our CPA insider newsletter, In the Circle, provides you with fresh professional perspectives on industry best practices, alerts you to new opportunities, and offers new approaches to expanding your client service offerings. Formal training materials help you extend your knowledge and expand your practice. We also provide CPE credits, through annual events and private seminars at your office.
Filter out the noise. Focus on the facts. Provide the answers your clients are looking for.
360 Professional Alliance. Get it all inside your circle.
Materials to support your business goals
When you request an account login for the 360 Professional Alliance Website, you’ll gain access to review the resources available to help support your practice. Request an account now – or login.
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Newsletters and Articles
Frequent, topical articles and discussions about financial services issues and strategy. -
White Papers
In-depth analysis to give you the insight you need into financial tools and how they can affect your practice. -
CPE Training and Credits
Accumulate CPE credits, and set up a custom training program with 360 Professional Alliance that fits your needs and schedule.
Below are sample files similar to what you have access to once you have an account on this site. Request an account now to access all of the files.
Keys to Business Planning Success
Build Wealth and Protect Your Future with The Living Balance Sheet®