Wealth Care Success for Multi-Partner CPA Firms

Wealth Care Success:
Key Issues for Multi-Partner CPA Firms to Consider

AccountingWEB Workshop Presented by:
Tony Cord [1], of 1st Global, Inc. [2]

Tuesday, December 5, 2000

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Tuesday's workshop with Tony Cord of 1st Global, Inc. provided facts, empirical data, and anecdotes regarding key issues in the area of wealth care for multi-partner CPA firms to consider.

Topics for this workshop included:

• CPA concerns, including independence and objectivity, fees vs. commissions, impact on current relationships, and keeping clients.

• Small multi-partner vs. large multi-partner firms - definitions and considerations for each.

• Constraints to recognize and address time, staff, skills, competency, and capital.

• The key question of, "Do we want to work in the business of Wealth Care, or do we want to own a Wealth Care business?"

• Models and options in today's marketplace.

• The Importance of culture in creating success.

You can read the full transcript [3] of the workshop.

Workshop sponsored by: FixedAssetInfo.com [4]

[4]