What does it mean to be elite?
Go deep with client relationships…
Deliver exceptional value…
Grow with elegant simplicity….
This is elite.
Creating an elite wealth management arm for your accounting practice can be instrumental in delivering greater value to clients and substantially increasing revenues which in turn adds value to your firm.
So, why aren’t more CPAs offering wealth management services?
The time is now!
If you are ready to take your practice to the next level, uncover new opportunities, offer more services, and develop recurring revenue, then look no further.
Our groundbreaking book, Optimize the Financial Lives of Clients: HARNESS THE POWER OF AN ACCOUNTING FIRM’S ELITE WEALTH MANAGEMENT PRACTICE dives into the key problems accounting firms face today and takes you through concepts to help solve these issues.
Don’t wait! Order your copy today.
Meet the Authors
Russ Alan Prince
Russ Alan Prince is the Executive Director of Private Wealth magazine and a leader in the private wealth industry. Homer Smith is a Private Wealth Advisor with over 20 years of experience working with business owners and families of wealth with complex financial planning needs. For more than 25 years, Paul Saganey of Integrated Partners has served as a tremendous visionary where financial planning, wealth management, and CPAs intersect. This book combines their veteran industry knowledge with the best processes and systems to truly differentiate and grow an accounting firm.
Would you like to read a free chapter? Complete the form below.
Russ Alan Prince is not affiliated with Integrated Partners and is a separate entity.