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Tax services firms are quietly embracing the financial planning opportunity of 10,000 baby boomers a day retiring and trillions transferring to younger generations, all in need of advice, tax services and comprehensive financial planning. Studies show a preference for receiving all these services from their most trusted advisor, their tax professional. As a tax professional, you already have an established relationship with your clients and understand personal aspects of your clients’ financial lives, which is why offering financial planning expertise is “a natural evolution” for tax professionals.
Few services can unlock the potential for increased client satisfaction, increased revenue and increased valuations, like comprehensive financial planning. This growing national trend among tax professionals is already evident among larger Arkansas CPA firms through M & A activity with registered investment advisor firms, (RIA) but there is a much easier way to add financial planning to your practice, and now it is free.
Would you like to increase client revenue? You now can by partnering your practice with our expertise!
Our approach is simple and transparent. We collaborate with you to generate the comprehensive financial plan for your client. You present the financial plan--maintaining control of the client relationship-- and we provide the 24/7 turnkey support and mentorship you need to succeed. Your client’s financial plan is always completed by an experienced CFP Professional who is always a fiduciary.Read our complimentary eBook to educate yourself on the high value of understanding fiduciary advice.
Introducing your tax services with an expanded service lineup to clients is easy… there is no selling. For instance, one of the best ways to start a conversation is offering to identify hidden fees and security overlap in their mutual funds. We provide this free analysis and many others to our tax professional partners.
ClientFirst offers a proven approach to investment management, and financial planning education services you can trust with the business relationships you value most…your tax clients. Adding financial planning services will fortify existing client relationships, attract new clients and increase recurring revenue by a minimum of $500 per client.
Now is the time to begin futureproofing your practice with financial planning services that increase your practice revenue. Your clients will be delighted with their comprehensive financial plan or receive a 100% refund. A plan generated and presented by fiduciaries they can depend on for objectivity as opposed to plans generated by brokerage firms. Partner with ClientFirst Wealth Management and start protecting your clients and increase your firm’s services and recurring revenue.
ClientFirst Wealth Management, LLC is a fee-only RIA and fiduciary managing over 160M for Arkansans. We do not sell products or accept commissions. We are also a NASBA certified CPE provider. You may have seen us present at an AFTI conference, the UCA College of Business or nationally. We are supporting tax professionals interested in providing comprehensive financial planning for tax clients.
