Join us today for access to all our resources!

A View from the Top

Megan Milliron

Top CPAs offering wealth management services grow those practices twice as fast as their competitors. Their approach to managing and growing that side of their practice is also different. In A View from the Top, a white paper presented by Accounting Today and sponsored by Cetera Financial Specialists, we parse out what gives the faster-growing firms their edge to help you make your wealth management program more profitable. You’ll learn:

  • The wealth management services top performers employ in their growth strategy
  • How your staff could be your most potent marketing tool
  • Takeaways to help you build out your wealth management action plan