IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM
Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.
AFO WEALTH MANAGEMENT FORWARD PODCAST
Editor-in-Chief of Accounting Today talks about Automation, M&A, and Family Office Services in a Shifting Accounting Landscape
Rob and Rory are joined by Daniel Hood, the Editor-in-Chief of Accounting Today. Accounting Today reaches over 325,000 professionals across the full breadth of public accounting, ranging from sole practitioners who prepare tax returns up to the Big Four firms that audit the largest multinational corporations. Even with the emergence of automation within the accounting industry, Hood shares key insights on what some of the top accounting firms are doing to retain clients and grow their business. Additionally, we discuss many of the changes we are currently witnessing at accounting firms from WFH policies to integrating new services to finding a balance between automation and advisory in your business. Daniel Hood also describes the recent wave of M&A activity within the accounting space as firms must begin transitioning to both a Post-COVID and more technology-based working environment. Tune in and learn more about an ever evolving accounting landscape.
DON'T LOSE YOUR BOOK OF
BUSINESS TO AUTOMATION OR
FIRM ARE YOU?
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.
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