Join a Wealth Management Networking Group

As CPA, tax and accounting firms like yours look to the future, wealth management should become an integral part of every professional engagement you have with your clients. It is critical to your firm's success that you network with other like-minded professionals. At 1st Global, they offer a...

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Bibliographic Details
Published in:Accounting Technology 2009-01, Vol.25 (1), p.SR7
Main Author: Stevens, Bill
Format: Article
Language:English
Subjects:
Accounting firms
Advantages
Business plans
Client relationships
CPAs
Meetings
Professionals
Success
Wealth management
Online Access:Get full text
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Summary:As CPA, tax and accounting firms like yours look to the future, wealth management should become an integral part of every professional engagement you have with your clients. It is critical to your firm's success that you network with other like-minded professionals. At 1st Global, they offer a national network of 24 regional professional development groups, called Wealth Management Instruction & Networking (WIN) teams. The overriding goal of programs like WIN teams is to serve as a forum to explore how to drive CPA firms' wealth management success. The benefits you and your firm gain from joining a wealth management networking group are: 1. Focus on wealth management. 2. Expand your tool box. 3. Sharpen your skills. 4. Adopt standards for wealth management excellence. 5. Set goals and implement action plans. 6. Network and learn to leverage.
ISSN:1068-6452