Important Wealth Management Opportunity for Accounting Firms

| June 11, 2020
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In my 35 years in the security industry, I have never seen the opportunity that adding wealth management presents to an accounting firm as I do today. The AICPA calls financial planning a natural evolution for CPA firms. Recent market upheaval has reminded investors of the need of a solid financial plan. 

We are proud that ClientFirst Wealth Management has recently been awarded the "Top Financial Advisors in Arkansas" award. Our mission is to service the smaller firms and sole-practitioners to provide an easy way for them to harness wealth management revenues with minimal disruption.

Whether you are in need of an experienced fiduciary advisor that you can trust with client referrals or you wish to be more involved in wealth management delivery, whereby we train you and supervise you, giving you the flexibility to take on more responsibility as your comfort level grows. At ClientFirst, you will always work with a Certified Financial Planner. 

Please contact us today for an evaluation of the wealth management opportunity in your practice. Watch the video below to learn more or register for our free webinar, "How to Offer Wealth Management Services as a Small CPA Firm."

For more information on the course description, please click here.

Disclosures

The views expressed represent the opinions of ClientFirst Wealth Management, LLC (“ClientFirst”) and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.

Additional information, including management fees and expenses, is provided on ClientFirst’s Form ADV Part 2, which is available at https://adviserinfo.sec.gov/firm/summary/120286.

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