As a small CPA firm, nothing hurts worse than losing a trusted client to a larger firm offering wealth management services. It’s frustrating and it hurts your bottom line. You’d love to round out your service offerings with investment, insurance, and financial planning. But you’re too strapped for time and resources to figure out the details.
So, what do you do?
Join me in this exclusive webinar as I reveal the most efficient way to offer wealth management services as a small CPA firm. (Hint: it’s not expensive or time-consuming.)
I’ve spent 30+ years in the financial services industry watching trusted CPAs lose clients to larger firms that don’t always have the best intentions. In this webinar, I’ll walk you through how you can compete with larger firms (and keep all those clients you love) without breaking the bank.
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TaxConnections connects tax professionals with new tax clients and tax jobs around the world. Tax Professional Members establish higher visibility online so prospective clients and employers can find our members easily. Each members also receives a Virtual Tax Office which is the most valuable online real estate available today! TaxConnections makes a difference in your professional life.
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https://www.taxconnections.com/special-membership
Kat Jennings, CEO
TaxConnections
858.999.0053
kat@taxconnections.com
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