Accounting firms continue to see advisory services as an important part of their revenue mix and a growth driver for their overall business. But figuring out the best way to deliver these services can be tricky.
According to a recent State of Advisory Services study conducted by Accounting Today and Choreo, of the firms offering financial planning and wealth management services, 34% offer services in-house, 48% offer some services in-house and partner with outside resources, and 18% only partner with outside resources. When delivered and scaled appropriately, accounting firms have the potential to generate significant revenue from advisory services.
Download this research-based white paper to learn:
- Why momentum around advisory services is here to stay
- How to overcome the challenges associated with effective advisory offerings
- The key to a flexible advisory services partnership