Wednesday, October 26, 2011
SEVEN STEPS TO BEING A SUCCESSFUL CPA-BASED REGISTERED INVESTMENT ADVISOR
Some industry experts believe RIA firms affiliated with CPA firms face more challenges. However, top execs at BAM have seen tremendous benefits accompany strong partnerships between the two, especially when seven critical steps are in place.
- Learn the seven steps for helping the CPA firm commit to the investment firm as a full partner
- The importance of discovery meetings to both the CPA partners and the investment firm
- Best practices for sharing success stories and well as referrals