IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM
Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.
CASE STUDIES
LEVEL 1 - OUTSOURCED
Jim worked hard to build his accounting practice from scratch but a few years ago he started to notice that clients were demanding more services and lower fees for his compliance work and tax work. Jim was introduced to AFO Wealth Management Forward where he learned that there was a better way to work smarter instead of just harder.
- Outsourced to an RIA
- Access to Professional, Technology, Compliance, & Best Practices
- Gets Payout Every Quarter
- Increase my revenue
- Collaboration for Tax Planning
- More time with Family
LEVEL 2 - PARTNER
After taking the AFO Practice Forward program, decided to start working with multiple professionals, including some she was already referring clients to incorporate broader services including financial planning, insurance, estate planning.
- Partner with an RIA
- Provide Services from Experienced Professional
- Best Practices without having to pay for it
- Gets Payout Every Quarter
- Increase in Revenue
- Increase in Marketability
- Pathway to starting own RIA
- Greater Optionality
LEVEL 3 - IN HOUSE RIA
After significantly increasing, recurring revenue through the new services he learned at AFO WMF, he decided to start his own RIA and worked with AFO to implement a customized and compliant program to bring wealth management services fully in house.
- Needed for Compliance & Best Practices
- Diversified Service Offering
- Increase Revenue
- Increase Brand Awareness
- Wealth Management Services
- Generating recurring revenue
- Broaden Marketing efforts
- Deepening my client relationships
Why Choose Wealth Management Forward
Start Getting the Most from your Firm
INCREASE REVENUE
Access higher-margin services that can attract higher revenues thanks to the variability of ways to meet client needs.
BECOME AN ADVISORY FIRM
Maximize your current book of business and bring in new clients through a wider range of services.
ATTRACT TOP TALENT
Distinguish your firm by being at the forefront of Accounting and Wealth Management Services.
DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FINANCIAL ADVISORS.
WHAT LEVEL
WEALTH MANAGEMENT
FIRM ARE YOU?
Level 1
- Market your Advisory Firm with Wealth Management Service Collaboration
- Leverage services to create value-based Pricing Arrangements
- Have access to and collaborate with a Wealth Manager
Level 2
- Revenue Sharing from AUM Fees
- Full access to wealth management forward training videos, checklists, and webinars
- Gain access to Reports and our exclusive Partner Portals
Level 3
- Everything from Level 2 w/ increased Revenue
- Access to Industry Experts to streamline operations
- Compliance and Registration Assistance
OUR IDENTITY
Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.
It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.
At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.
IMPLEMENT THESE SERVICES
THROUGH OUR PROGRAM
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.
Financial Planning
Investment Advisory
Life Insurance
Estate Planning
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Copyright © 2021 AFO Wealth Management Forward. All Rights Reserved.
Disclaimer: Results of enrolling in the AFO Wealth Management Forward program vary by participant and are not guaranteed. Arrowroot Family Office is a registered investment advisor and is not endorsing or promoting the sale of any security with this message.
