In the fourth installment of the results of Accounting Today and Cetera Financial Specialists' "Seeking Success" survey, we'll look at the broad range of services that firms are offering in the financial planning/wealth management arena.
Tax prep and planning are natural entry points for drawing in clients to an FP practice, and investment consulting and management will often form the core of the practice, but there are a number of other areas where accountants' expertise in taxes, financial management and planning give them an edge over other providers, from developing estate plans to helping high-net-worth families manage their affairs. (To see the full list and who's offering them, click here.)
What's more, having a broad range of specific services in your financial planning practice helps you make sure that you can serve all of a client's needs, and that they'll be more likely to stick by you in a stronger relationship.
"Seeking Success" was created in partnership with Cetera Financial Specialists. Click here to view our latest webinar, "The Road to Expansion," presented by Accounting Today and Cetera Financial Specialists.
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