Marketing to mutual funds

I am a CPA. I have a tax specialty relevant to mutual fund investors.

I would like to provide presentations on behalf of mutual fund company
marketing departments to financial planners. These presentation will
provide information to enable the investor to enhance tax deferral
and/or tax free savings for him or herself and for future generations.

The benefit to the mutual fund company and financial planner is that
the money
is kept under management for a longer period.

What's the best approach to take?

"CJ" <csdcsd6@yahoo.com> wrote in message
news:c9edku01vmg@enews1.newsguy.com...
>
> I am a CPA. I have a tax specialty relevant to mutual fund investors.
>
> I would like to provide presentations on behalf of mutual fund company
> marketing departments to financial planners. These presentation will
> provide information to enable the investor to enhance tax deferral
> and/or tax free savings for him or herself and for future generations.
> The benefit to the mutual fund company and financial planner is that
> the money
> is kept under management for a longer period.
>
> What's the best approach to take?

Some thoughts:
1. The mutual fund industry has been in a consolidation phase of
late...while there are a few big hitters, there are also some smaller
players still.
2. There are 2 types of financial planners--those that earn their income via
selling load funds and earning a commission, and fee-for-service (flat fee)
CFP's and such. Often, planners that sell for commission offer more than
one fund family's funds.
3. It may be hard for the people that do the marketing for mutual fund
companies to see the value in your service as 1) I think some already have
in-house advisors, 2) the tax deferral aspects will vary from individual to
individual, 3) most mutual fund/IRA investors do not switch funds that
often, so some managers aren't worried about people switching.

I would check to see if there is an association of planners in your area,
and make a presentation to them. But, ultimately, you'll need to make
presentations to investors to convince them of the benefit of tax
deferrals...perhaps banks, credit unions, etc..., that sell mutual funds but
are relatively new at it may sponsor a seminar in your area that you can be
the featured speaker at.

Dave Hannes