accounting firms either do or don’t. but here’s how to do it right.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
accounting firms adopt one of two business models when it comes to offering financial products for fees or commissions.
either they do or they do not.
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a fancier way of saying this is that an accounting firm has adopted a product-neutral or product-inclusive financial product business model.
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