CPA partners who possess both accounting expertise and CEO-level business acumen should seriously consider starting their own wealth management firms, as they already possess the critical assets of client trust, tax expertise, and established client relationships that wealth management firms actively seek to build.
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You're crazy not to start your own wealth management firmAdded:
It's hard to be both a CPA partner and a CEO kind of mindset. And if you can do both, you are crazy to not at least consider starting your own wealth management firm. I mean, partnering with a wealth advisor who is at class with the quality of service and the expectation of service that your clients have. And this, by the way, includes clients who are not yet your clients, who are looking for an integrated service.
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