How to get set up from an accounting, compliance, and regulatory perspective
Starting a new business is overwhelming! There are so many things to think about! In the last episode of Accountable, we talked about how to get set up from an accounting, compliance, and regulatory perspective. However, what about marketing? What about getting new clients? I know what you are thinking…. I am not a marketing person! When you are in business for yourself though, you have to be a marketing person!
There is no one else! So what do you do? In this episode of Accountable, Dave talks about how a non-marketing person can develop relationships and build a client base. It is marketing and business development for financial professionals! This week on Accountable!
Field of Study: Communications and Marketing
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
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