who needs new clients when you already have plenty who want more from you?
why you shouldn’t ask, “how are firms getting new clients these days?”
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is the accounting profession headed for the ash heap of history?
one reason why firms can’t ignore wealthcare.
no, not if it can outgrow rudimentary compliance services and seize new opportunities in personal financial planning, says tony batman, chairman and ceo of 1st global, which provides investment management capabilities to cpa firms.
your small business clients are changing: radical shift in retirement plans
many expect to work ’til 70 and never retire, others hope to sell.
the nation’s small business owners’ views regarding retirement are radically shifting, with many seeing themselves working 20 years or longer – or never formally retiring at all.
as a result of longer life expectancies and the impact of the recession, the majority of small business owners can no longer embrace a traditional view of retirement, in which individuals stop working in their mid-60s for a life of leisure – something fewer than 10 percent foresee themselves doing, according to a new study by the guardian life small business research institute.
the 25 essential capabilities for a world-class cpa wealthcare business
you can’t do it alone. too many cpa firms fail to adequately understand the broad range of services required to properly service their high-net-worth personal financial planning clients, according to a longtime leader in the field. “i have long been … continued
three tax strategies for the financial planning elite
oft-overlooked by cpas, these ideas can set you apart as a personal financial adviser.
by al prentice
1st global
as cpa wealth managers know, the foundation of a holistic financial plan requires tax-optimized planning.
cpas poised to capture huge financial services markets
despite cpas’ huge advantages, why do they own only one-tenth of 1% of the business? the cpa profession could — if it mobilizes on the opportunity — quickly become the dominant provider of comprehensive high-profit wealth management and financial planning … continued
do’s and don’ts for success in wealth management services
clients were already clamoring for it.
in this series of video bites, david strother, financial services director at dsf wealth management, the investment arm of darnall, sikes, gardes & frederick cpas in lafayette, la., explains how the firm decided to enter the wealth management business… and what they learned, sometimes the hard way.
recession bumps off ‘mass affluent’
$200,000 per year doesn’t cut it anymore.
the established notion of “mass affluence” is getting pushed aside by a new study that redefines the spending power of the truly and the up-and-coming affluent as the “class affluent” and the “emerging affluent.”
key findings: