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
How Real-Time Data is Changing Public Accounting
Rory and Managing Director Mark McCarron are joined by Will Baker the Director of Marketing and Client Experience at Once Accounting. Once Accounting is a client integration tool for CPA firms that allows them to manage all of their client’s books in a single location. In this episode, Will discusses how his father Ford Baker built a technology out of the pain points he was experiencing at his own firm and his desire to spend more time with his family. Discover what he says about being part of the AICPA/CPA.com Start-Up Accelerator 2022 program, the implications of real-time data on client services, and his thoughts on how to solve the capacity problem that is plaguing many firms. Don’t miss this episode to learn more about the latest technological advancements in public accounting.
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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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.
