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
Episode 51
Recurring Revenue: Why Software and Wealth Management Models are the Future of Accounting
Rob and Rory are joined by Geraldine Carter, business coach and host of the leading podcast “Business Strategy for CPAs,” as they discuss how firms can transition to a more efficient recurring revenue subscription model. Listen as they talk about the importance of looking at the lifetime value of clients, how firms should communicate value in their messaging, and the importance of investing in sales and marketing. Want to know how accounting firms can leverage the business models of Netflix, Amazon, and Adobe to become vastly more profitable? Well, find out the answer to this question and more in this latest episode with the business coach for CPAs.
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.
