Is your practice offering holistic financial services?

Adding wealth management services to your practice is a great way to make it more profitable while at the same time delivering much-needed security to your clients -- but while it's a natural extension of your expertise in tax and your close relationship with your clients, it's also a unique offering with its own complexities.

In this session, CPA and successful financial planner Bob Carey will share how he transformed his practice with wealth management services, providing an in-depth look at his firm's transition from an hours-intensive tax and accounting practice to a lucrative business with happy clients and plenty of time outside the office. Covering the competitive necessity of expanding your services, the power of year-round passive income and how to conquer your fears about offering investment advice, the webinar will also include Todd Mackay, president of Avantax.

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