choosing the wrong one could be detrimental to your firm.
by russ alan prince
your $5 million high-net-worth practice
central to establishing your accounting firm’s wealth management practice is selecting a suitable elite wealth management business model. a lot of thought goes into deciding first if wealth management is applicable and meaningful at an accounting firm; and second, if so, the best way to establish and grow a wealth management practice.
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the choice of business model makes a great deal of difference. there are five main business models to choose from.
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