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/US team lead of Accountingweb.com: Staying Relevant in the Age of Technology!
Rob and Rory are joined by the Editorial Manager/US team lead at AccountingWEB.com, Seth Fineberg. AccountingWEB.com is a premier publication for tax and accounting professionals, offering valuable insight, strategies, trends, and best practices through their publications to assist firms in improving their services. Seth speaks about the greatest challenge faced by accounting firms today, “Relevancy,” and how the growing influence of technology is forcing firms to re-evaluate their value proposition. He also touches on the concerning threats of cybersecurity and what firms can do to protect themselves. As new generations enter the profession, Seth mentions the importance of adapting the old accounting model to a more modern, entrepreneurial one that embraces technology because, as we all know, the pace of change isn’t going to get any slower. He also calls upon the accounting industry to be a true reflection of the country’s demographics as the industry continues to expand. Listen to Seth’s interesting insights in Can’t-Miss Episode!
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.
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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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