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PFP Home > Resources > PFP Practice Management > Practice Management > Managing a PFP Practice

Managing a PFP Practice

Managing a personal financial planning practice is much different than managing a tax or audit practice. This section will give you the guidance necessary to help you manage your practice successfully and profitably.

 

Best Practices and Business Model

View a video clip from the 2008 Advanced PFP Conference featuring Karen Goodfriend, CPA/PFS and a panel of personal financial planning practitioners.

Practice Management Toolkit
PFP Section Member
Welcome to the Practice Management Toolkit brought to you by the PFP Team and PCPS!  Your firm’s biggest asset is its people, and the growth of your firm depends on the quality of its organizational structure, strategic planning, and human capital.  To satisfy firms' needs, we have made available a host of tools and information to help you achieve your firm’s definition of success.
Guide to Communicating the Results of Personal Financial Planning Engagements
PFP Section Member
The Guide to Communicating the Results of Personal Financial Planning Engagements will help you prepare clear and concise written communications that facilitate your clients' ability to take action on your recommended strategies. Learn More>>