The American Institute of CPAs is conducting a study on the best practices of CPA wealth advisors to understand what makes the most successful ones stand out from the pack.
The goal of the study, conducted in partnership with CEG Worldwide, is to provide CPAs with information to help them grow their firms and increase their profitability. Eligible participants are those who can answer yes to the following questions: 1) Does your firm provide investment advice and/or insurance planning for a fee and/or commission? 2) Has your firm been in the wealth management business for five years or longer?
If you can answer affirmatively to both questions and would like to participate in a short phone interview, send an e-mail to
