Many clients of CPA firms are Boomers who will be retiring in increasing numbers over the next decade. What does that mean? Obviously that means firms will be looking to continue to retain many of those retirees as clients,and it will also mean there will be a need to find a steady supply of new clients.
If the firm is already involved in financial planning, it has a better chance of retention and even the greater ability to attract retiring Boomers as clients. But advising retirees can be very different than advising someone who is building wealth. For example, just to name a few areas, extensive expertise is needed with regard to:
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