Tax, financial and business planning guides
Written by technical experts, these versatile, full-color publications give you an economical and effective way to develop and maintain strong, profitable relationships with clients, prospects, referral sources and the media.
Each guide features engaging content, helpful charts and practical planning tips that enable you to start readers thinking about important issues and inform them about various planning strategies. Most important, each shows how you can be of service and encourages readers to contact you for assistance. View our guides catalog.
Many customization options
To give your guides more marketing punch, you can customize them with your own title and personalize them on front, back and inside covers with your logo, a welcome message, photos and information about your firm and the services you provide. If you prefer, you can even select a cover design from one of our other guides for the one you choose. Custom designs are available at an extra charge.
A PDF version of each guide is available to post on your Web site, and a time-saving Seminar-in-a-Box is available for certain titles.
Just click on the link below for the guide you would like to learn more about. On the page that then appears, you can click on the cover image to view a PDF file of the contents. For a printed sample, please contact us or call 800.227.0498.
For pricing, click here. Or call 800.227.0498 to speak to a sales associate.
Use these versatile and image-enhancing
marketing tools to:
|
