Integrated Partners Debuts On-Line Practice Profile

 

Lake Oswego, Ore.  (June 5, 2002) -- Integrated Partners, an organization that builds and delivers financial services platforms for professional advisory firms, now offers an on-line practice profile through its Web site at www.integrated-partners.com. 

 

The profile enables CPA firms to evaluate their capacity and ability to participate in providing financial planning products and services to their clients by completing the Integrated Partners Practice Profile.

 

This solution is the cornerstone of the diagnostic process that enables Integrated Partners to create an evaluation of a firm, including strengths, weaknesses, client base, current revenue stream, marketing, culture, and chances for success.

 

"Integrated Partners Practice Profile results can be used to analyze a CPA firm and its practice.  We can then create a customized action plan that will help a firm realize the full potential of the financial services opportunity," said Tony Wood, chief executive officer of Integrated Partners.

 

Integrated Partners helps financial professionals and financial institutions, including CPAs, banks, credit unions, insurance companies and other financial professionals and firms introduce financial planning and investment advisory services into their practice.

 

-- Electronic Accountant Newswire staff

 

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