CPAs and Wealth Management Whitepaper Request Form
Is your firm committed to being a market dominating, high growth service provider to its best clients? Download this authoritative report.
We know that as CPAs, you always look out for your clients' best interests. As a leading CPA firm growth consultant, we share your client-centric culture and embrace it.
Over the last 15 years, CPA firms have become increasingly involved in helping their clients with the three stages of wealth management: wealth accumulation; wealth protection; and wealth transfer. As financial services have been added to the high-benefit offerings of CPA firms, those businesses have found themselves facing new opportunities and challenges.
"CPAs and Wealth Management: The Critical Path to the Optimal Financial Services Firm" provides a framework for ensemble and solo practices in designing the most effective and profitable financial services business model for their firms. This decisive whitepaper focuses on answering these vital questions:
- What is the optimal business model for CPA firms pursuing wealth management services?
- What is the evolutionary path to creating a successful wealth management practice?
Download "CPAs and Wealth Management: The Critical Path to the Optimal Financial Services Firm" to learn how your firm can offer or improve its current offering of financial advice to valued clients.
If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our consulting services. Call (800) 959-8461 to see how we can help your firm reach its full potential.