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
Nick Sinclair: Founder of TOA Global Servicing 600+ Firms Worldwide
In this episode, Rob and Managing Director at Arrowroot Family Office, Mark McCarron, are joined by Nick Sinclair, the founder of TOA Global. TOA Global is an outsourcing business that is 100% dedicated to serving accounting firms. They work with over 600 accounting firms globally, providing them with exceptional, highly-skilled offshore industry professionals at around a 70% cost saving. Nick identifies how communication and the large supply of accountants coming out of university make the Philippines an ideal location for offshoring accountants. He also emphasizes the importance of leadership, proper pay, office culture, and mentorship related to employee retention and attracting talent. With today’s growing influx of VC money from the $50 Million Series B round for startup Vic.ai to the $100 Million Round by Jeff Bezos in Pilot, Nick advises small and midsize accounting firms to “double down on the client experience.” Despite technology’s advancements, accountants will always be needed because clients still desire an expert opinion; therefore, it is imperative to keep the client journey seamless and use technology as an enabler. Nick also touches on key strategies for talent acquisition, the focus on adding value to a client through financial planning, and much more. Don’t miss out on these key insights as well as Nick’s outlook on the future of the profession. Listen to the episode now!
DON'T LOSE YOUR BUSINESS
BOOK 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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