The Critical Path to the Optimal Financial Services Firm

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CPA firms have become increasingly involved in the management of wealth for their clients. As these firms added financial services to their CPA practices, many found themselves facing both new opportunities and challenges.

Is your firm...

  • responding to the needs of its optimal clients?
  • operating at an optimal level of profitability?
  • functioning at an optimal level of efficiency?
  • working at an optimal level of productivity?

"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. Learn how your firm can offer or improve its current offering of financial advice to valued clients.

Building a Thriving CPA Wealth Enterprise

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