Advisory
Tapping into Wealth Management and Other Extended Advisory Services to Grow Your CPA Practice
David Winslow, Choreo (BRN Firm)
The most recent Rosenberg Survey offered unique insight into how the best performing accounting firms use advisory services, including wealth management and more, to drive better profitability compared to their peers. In this session, we will review how top performing firms use extended services to drive increased revenue, improve profitability, and help deliver a superior client experience. We will focus on how extended services can position your firm to not just survive, but thrive, in an increasingly competitive and consolidating environment. We will also share best practices and case studies of how we helped a global accounting firm realize that vision for their most valued clients.