Wealth management | AccountingWEB
by Terri Eyden on Jun 26, 2012
Periodic client review meetings give CPAs and financial advisors the opportunity to put all their tools to work. They’re a good way to reconnect with your clients after tax season and continue to build and strengthen the relationship you have with each other.
by Terri Eyden on Jun 26, 2012
Much has been written about the demographic trends and macroeconomic factors that continue to affect succession planning for small business owners. Most of it can be boiled down to three key points.
by Terri Eyden on Jun 13, 2012
Results of the IPT's Elder Investment Fraud and Financial Exploitation Survey reveal that 84 percent of respondents who deal with investment fraud/financial exploitation of senior citizens agree that the problem is getting worse.
by gailperry on May 29, 2012
Creating top-of-mind awareness of the solutions your firm offers is an essential ingredient in the success of any wealth management firm. Consistent marketing of these solutions can be the key difference between a marginal wealth management firm and a hugely successful one.
by gailperry on May 29, 2012
Client meetings give CPAs the opportunity to put all their tools to work. Done well, they are productive and rewarding, both monetarily and psychologically. Improperly done, they can be a disaster.
by gailperry on May 29, 2012
As CPAs and financial advisors, we strive to help our clients get to a better place in life. But every once in a while, you come across a client who has done everything right.
by AccountingWeb on Apr 24, 2012
DALBAR released its Quantitative Analysis of Investor Behavior (QAIB) report last month and the results of the study are shocking but – sadly – not very surprising.
by gailperry on Apr 24, 2012
Even in difficult times, your CPA firm demands profitable growth. You have to be able to find and implement a sustainable growth strategy that makes sense for your firm and your clients. When you first consider adding wealth management services to your practice, you might have many questions or doubts. Here are some reasons to move past those uncertainties.
by gailperry on Mar 27, 2012
There are many changes necessary to create and maintain a thriving, growing, profitable and premier wealth management firm. Defining the specific vision for your firm is the first step. But, once your firm formulates and articulates its vision, the firm leader must have the courage to make decisions and take action.
by gailperry on Mar 27, 2012
In this installment of Peer2Peer, four champion partners from thriving CPA firms share their success stories using 1st Global’s Sustainable Income Solutions™ (SIS) process and describe how it has changed the way they approach their clients.
by AccountingWeb on Mar 27, 2012
An often overlooked part of marketing and growing your practice involves your physical office arrangement. The appearance of your office should set the client in the right frame of mind to engage you for additional services, including wealth management services.
by gailperry on Feb 21, 2012
There is an underlying pattern of philosophical, professional, and personal traits that are essential for every firm’s success in the area of providing wealth management services.
by AccountingWeb on Feb 21, 2012
Many CPAs think that they must market outside of their existing client base. However, within your existing base is usually enough tax, tax planning, and ultimately wealth management candidates, to effectively expand your practice for years.
by gailperry on Feb 21, 2012
Champion partners of CPA firms from across the country reveal what they feel are the benefits to offering wealth management services to their clients as well as partnering with a leading growth consultant for CPA firms to do it.
by gailperry on Jan 23, 2012
Most CPA firms start their financial advisory services with a basic model of access to financial and investment products and over time add specialization, complexity and integration to arrive at a wealth management model.