Do you want deeper client relationships? How about more revenue? Adding financial services like wealth management and financial planning to your service offerings is a great way to get both – but only if you do it right.

Using new research from SourceMedia Research/Accounting Today, this one-hour live event will separate fact from fiction when it comes to offering these kinds of services, with guidance on:

· What to consider and plan for when adding financial services to your firm
· How the reality of offering financial services may differ from your perceptions
· Tools and support that can help during the implementation phase and beyond

Register now to attend this no-cost educational web seminar.

Key Speakers

Daniel Hood
Moderator Editor in Chief, Accounting Today
David Peck
Research Director SourceMedia
Chad A. Smith CFP®, ChFC®, CLU
Wealth Management Strategist, National Sales Department HD Vest Financial ServicesSM