If your accounting firm is looking to build a wealth advisory arm, or wants to grow your existing one, then please watch our three videos on YouTube.
Senior consultant Stephen Tucker discusses how to build and grow a wealth management business to supplement your accountancy offering. Links to these short and practical videos are below. You can access the first video underneath the links:
Offering wealth management could drive up client loyalty and your accounting practice’s value
Build a profitable wealth management/financial services offering in your accountancy practice
New ideas to grow your accounting firm's wealth management/financial services arm
Please drop a line to Julia Whistler if you’d like to speak to us about helping your practice build and grow.
