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The Road to Expansion


Many tax and accounting professionals have recognized the tremendous advantages of adding wealth management to their practices. In addition to providing clients the extended services they’re seeking (and possibly receiving somewhere else), offering wealth management services strengthens relationships with clients while generating a new, year-round revenue stream. In this white paper, based on a study by Accounting Today’s research unit on behalf of Cetera Financial Specialists, you’ll learn:

  • Why your peers are adding wealth management to their practices
  • What’s holding some CPAs and tax professionals back—and how to overcome it
  • How finding the right wealth management partner can be the quickest route to broadening your offerings—and success