There are hundreds of CPA firms that claim to provide wealth management services to their clients. For those that truly do, hats off, as many do a fine job.But for the majority of firms that I encounter, they're dreaming if they think that what they are doing is remotely close to wealth management.
With uncertain economic times and at a time when a significant portion of the population will live well past the age of 65, there now exists a great opportunity to achieve remarkable success for your wealth management division.
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