Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management Practice

By Russ Alan Prince, Homer S. Smith IV CFP CRPC BFA CBEC, Paul A. Saganey CFP

Book Overview

The hours and costs to increase revenue within a service-based accounting firm can pile up fast. So many tools, formulas, and schemes miss the mark. So be warned: what financial thought leaders Russ Alan Prince, Homer Smith, and Paul Saganey share in this book is not for everyone.

Their method to uncover additional opportunities, offer more services, and develop recurring revenue is elite. It optimizes the financial lives of clients and keeps the accountant at the center of the process.

With the expertise inside these pages, managing partners can position accounting firms for long-term success. But you must commit to the Four Core Principles and Everyone Wins Process of elite wealth management.

Go deep with client relationships. Deliver exceptional value. Grow with elegant simplicity. This is elite.

• Format: Paperback
• Language: English
• ISBN: 1544534590
• ISBN13: 9781544534596
• Release Date: October 2022
• Publisher: Houndstooth Press
• Length: 150 Pages
• Weight: 0.55 lbs.
• Dimensions: 0.3" x 5.5" x 8.5"