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13 - Transforming Accounting Firms through Wealth Management Integration with Rory Henry
Manage episode 406442937 series 3554142
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Join us as guest Rory Henry discusses the imperative integration of wealth management into accounting firms. Discover the revenue potential, partnership structures, and client-centric strategies vital for navigating this transformative landscape. In this episode, you will be able to:
- Understand the importance of integrating wealth management services into accounting firms to future-proof their businesses.
- Learn about the various options available for accounting firms to enter the wealth management space, including partnership structures and licensing requirements.
- Gain insights into the potential revenue streams and economic benefits associated with offering wealth management services to clients.
- Discover how accounting firms can leverage wealth management offerings to enhance client relationships, increase client retention, and attract new talent.
- Explore the key considerations and steps involved in transitioning from traditional accounting services to a more holistic financial advisory model.
Get in touch with Rory Henry at www.advisror.com or visit Arrowroot Family Office on LinkedIn!
Podbean: https://businessbeyondborders.podbean...
Spotify: https://open.spotify.com/show/1LYaCQZ...
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
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