As part of our research for the Seeking Success project, Accounting Today and Cetera Financial Specialists identified both a group of firms that offer wealth management services, and then a "Pacesetter" subgroup of firms within that whose wealth management practices are growing faster than their tax and accounting practices.
[IMGCAP(1)]We've been looking at some of the practices that help the Pacesetters stand out; in the last issue (see
Created in partnership with Cetera Financial Specialists LLC. To view the whitepaper "Best Practices of Elite Teams," prepared by Cetera and the Oechsli Institute, visit
All data from an October 2013 survey.