Wealth management | AccountingWEB
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.
by AccountingWeb on Jan 23, 2012
What does the Ritz-Carlton do, that other hotels don't, that makes your stay with them such a memorable experience? The hotel chain has instilled a culture of treating guests like royalty.
by gailperry on Jan 23, 2012
David Davis, champion partner of JY WeathCare, LLC, an accounting firm in San Jose, California, shares his firm’s progression into providing wealth management services to clients and the thought processes behind it.
by gailperry on Nov 29, 2011
Many new CPA wealth management advisors, accustomed to tax deadlines driving business, view marketing on par with snake oil hucksters and plaid-coated used auto dealers. But what separates truly communicating your value from a “sales pitch” is this: the truth of your statement, the strength of your conviction and the intention behind each to benefit others.
by gailperry on Nov 29, 2011
True wealth management firms help their clients with three macro issues: wealth accumulation, wealth protection and distribution and wealth transfer. The spotlight on wealth management is a result of increasing demand from clients, especially baby boomers, for customized personal services.
by gailperry on Nov 29, 2011
Chris Boynton, champion partner of Arxis Financial Inc., an accounting firm in Simi Valley, California, shares his firm’s progression into providing wealth management services to his clients and his thought processes behind it.
by gailperry on Oct 21, 2011
To address this question in a meaningful way, we need to take a long-term and broad perspective. First, your firm is probably experiencing a rush of activity, new business and revenue and profits growth. Sarbanes-Oxley has proven a boon to the profession.
by gailperry on Oct 21, 2011
Think about the last time someone asked you for your opinion or your input because they value your insight and perspective? Weren’t you somewhat flattered that they reached out to you for advice?
by gailperry on Oct 21, 2011
Peter W. Adams, champion partner of HPG Financial Services, LLC, an accounting firm in Raleigh N.C., shares his firm’s progression into providing wealth management services to his clients and his thought processes behind it.
by gailperry on Sep 29, 2011
Robin Matthews, CPA, director of financial advisors at Jones & Roth, CPAs and Business Consultants in Oregon, discusses how Jones & Roth integrated education and marketing tools to leverage their skills to efficiently provide wealth management services to their clients.
by gailperry on Sep 29, 2011
Annual business planning typically involves looking at your business and comparing where you are to where you want to be. The strength of your vision for where you want to be is also known as your goal. Your goal is restrained only by the courage and reach of your imagination. The gap between today and goal is the subject of this article.
by gailperry on Sep 29, 2011
In September of 2008, our industry experienced the anxiety ridden crisis in what historians generally now refer to as “Lehman weekend,”, which began one of the most difficult tests of our financial advisory careers. It was a capital market event of epic proportions that led to our current economic state.
by gailperry on Aug 26, 2011
As a recent flight prepared to take off, the captain spoke over the loudspeakers, “Ladies and gentlemen, we are all set to take off but I'm afraid we are being delayed by technical problems.” Immediate concerns popped to mind first about how safe the flight would be and if I'd ever see my family again, then irritation at perhaps being late for the afternoon appointment that was the reason for the flight.

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