He notes that it s an area with lucrative and professionally fulfilling opportunities. Most accountants I know feel rewarded, Dodsworth says. The work is interesting, and you work with interesting clients, people who are successful. Dodsworth says you ll succeed at financial planning, if you handle it like any other part of your business. That is, get insured.
Companies offer different levels of coverage, but usually don t cover investments themselves.
So do other big players. Frank Bolen, Jamison s director, recommends that CPAs examine the fine print when evaluating insurance policies. Attention to detail, in fact, is advice that applies to all areas of financial planning, a field with lucrative rewards, but with many risks - risks that require insurance.