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Launching a Financial Services Practice

Parent Category: The Progressive Accountant - Learning Center
Friday, 05 August 2016
Published Date
Written by The Progressive Accountant

Are you still listening to conventional wisdom?

Are You Still Listening To Conventional Wisdom Infographic

Don’t wait any longer to cross-sell financial services to your tax clients

Conventional wisdom says to roll out financial
services slowly. Instead, resist the urge to spend more time strengthening client relationships before pitching them financial services. Accounting firms with the largest percentage of financial services clients do not delay in cross-selling to them.

 Starting a financial planning practice for accountants

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