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
Profit First - Stephen Hawking, Toothpaste, and How to Quit Smoking
Rory is joined by Ron Saharyan, Co-Founder of Profit First Professionals and Co-Host of the Grow My Accounting Practice Podcast. Learn why the Profit First Methodology has helped over 650,000 businesses globally and how he and the organization are leading the charge to eradicate entrepreneurial poverty. Find out how a small shift in your business model from Sales – Expenses = Profit to Sales – Profit = Expenses can dramatically change your business and life. Discover the power of profit and how you can pay yourself, save for taxes, and have 3-6 months of core capital. Do you want to know what Parkinson’s law, Stephen Hawking, and a tube of toothpaste have to do with running a business? Find out the answer to this and more in this Profit First episode!
Email rory@arrowrootfamilyoffice.com and first 10 professionals will get a Profit First Book!
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.
