ENG24SS301. Beyond Tax: Adding Wealth Management to Your Service Offering - presented by AssetMark (PFP, TAX)

What if you could be the tax professional who delivers every piece of the financial planning puzzle to your clients? By offering fee-based wealth management, you can expand your relationships and your business. In this educational session, you will gain a deeper understanding of: *The pros and cons of getting licensed versus creating a solicitor relationship *The practical aspects of financial advising you may not be familiar with *How to grow your business with financial advising, including the areas you may need support in *Identifying client segments and the unique needs of each *What it means to add financial planning as a core service And much more. Attending this session from AssetMark will give you a clearer picture of how you may want your accounting firm to evolve for the future.

Learning Objectives:

• Identify strategic growth opportunities for your firm
• Recognize the potential value of adding wealth management to your business.
• Estimate what you offer your high-net-worth clients today, along with the extra services you may want to add.