Positioning Your Firm For The Future
When your clients need financial guidance or assistance, they turn to you. They consider you their preferred primary advisor. But can you currently provide them with all of the services and products to meet their financial needs? Position your practice to help individuals, families, and business owners make informed decisions about their financial future, specifically in the areas of needs analysis, wealth management, and insurance planning. To better meet the demands and expectations of their clients, most CPAs are exploring the need to expand their services beyond taxes, auditing, and accounting. The challenge is that most CPAs don’t have the time, expertise, skill set, or desire to successfully integrate access to wealth management services into their existing practice. At Nobile Hinchey Private Wealth Management we have a successful track record* of helping CPAs help their clients through our CPA2program. Our proven model, turnkey system, and step-by-step process can help you strengthen your current client relationships as well as develop new ones. Integrating access to comprehensive wealth management services will empower you to exceed client expectations and position your firm to outpace the competition. Find out why Nobile Wealth Management and CPA2is different from the other CPA Models.
*Source: Track record from Hank Zewald of Quantum Financial Partners, the original architect of the CPA² program.