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Concurrent Session Onsite and Online

ENG2334. Building a successful CPA/Wealth Management Partnership (PFP, TAX)

Accounting firms have long understood the need to bring additional services and value to their clients, with one key area being wealth management services. However, whether built internally or through an external partnership with a wealth management firm, many have struggled to capitalize on the opportunity for a variety of reasons.

Tom Tillery will be sharing his experiences in building collaborative partnerships between accounting firms, COIs and financial advisory firms. These collaborative partnerships are essential to his role as an investment advisor representative of Paraklete® Financial, Inc., a fee-for-service registered investment advisor. Paraklete® provides unbundled virtual family office services to families throughout the United States acting as their Advocate in Financial Services®.

This session will provide practical and executable strategies that you can apply in your business to drive a successful accounting/wealth management partnership.

Learning Objectives:

  • Review the activities of a personal financial planning engagement as proscribed by The Statement on Standards In Personal Financial Planning Services, No. 1.
  • Learn useful practices that you can start applying in your wealth management business today to drive growth through COIs
  • Discover best practices in driving a collaborative partnership between accountants and financial advisors, resulting in the two-way flow of referrals and growth.
  • Evaluate wealth management models for your accounting firm.
CPE Credits
NASBA Field of Study
Personal Development
3-4 years in the Profession
Advanced Preparation
Session Tags