Advisory services are a critical part of many accounting firms' growth plans. The question that firms need to ask themselves is do they have the resources to grow these services that maximize value for both clients and their business.
Based on recent research conducted by Accounting Today and Choreo, this white paper explores how accountants are meeting client needs around financial planning and wealth management and how finding the right mix of in-house and partner resources can be a challenge. In fact, more than half (52%) believe they deliver these offerings only somewhat effectively.
Download the full white paper to learn:
Why momentum around advisory services is here to stay How to overcome the challenges associated with effective advisory offerings The key to a flexible advisory services partnership
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