IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM

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AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 51

Geraldine Carter

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.

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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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