Client referrals featuring retainer fee.
CPA Financial Planners
CPAs who wish to add comprehensive financial planning and investment management to their practices should contact ClientFirst Wealth Management about affiliating as an Investment Advisor Representative (IAR).
As a small CPA firm, nothing hurts worse than losing a trusted client to a larger firm offering wealth management services.
As a small CPA firm, nothing hurts worse than losing a trusted client to a larger firm offering wealth management services. It’s frustrating and it hurts your bottom line. You’d love to round out your service offerings with investment, insurance and financial planning. But you’re too strapped for time and resources to figure out the details.
ClientFirst Wealth Management is a NASBA-certified CPE provider.
So, what do you do?
Join me in this exclusive webinar as I reveal the most efficient way to offer wealth management services as a small CPA firm. (Hint: it’s not expensive or time-consuming.)
I’ve spent 30+ years in the financial services industry watching trusted CPAs lose clients to larger firms that don’t always have the best intentions. In this webinar, I’ll walk you through how you can compete with larger firms (and keep all those clients you love) without breaking the bank.