Wealth management news August 2012

Practice

The Path to Creating Sustainable CPA Firm Growth

In the face of rising competition, a stagnant economy and increasing demands from clients, successful CPA firms of the future will have to leverage their value and expertise to position themselves as the premier strategic partner for financial solutions.
Practice

How to Give Clients the Red Carpet Treatment

The late American entrepreneur, author and personal-development speaker Jim Rohn said, "One customer, well taken care of, could be more valuable than $10,000 worth of advertising."
Practice

10 Tips on Selecting the Right Retirement Plan Provider

Plan sponsors typically rely on financial advisors or retirement plan consultants to benchmark their plans and evaluate plan providers. So it is vital for advisors who serve the retirement plan marketplace to have an in-depth understanding of what must be reviewed.

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