13 - Transforming Accounting Firms through Wealth Management Integration with Rory Henry

Join us as guest Rory Henry discusses the imperative integration of wealth management into accounting firms. Discover the revenue potential, partnership structures, and client-centric strategies vital for navigating this transformative landscape.  In this episode, you will be able to:

 

1. Understand the importance of integrating wealth management services into accounting firms to future-proof their businesses.
2. Learn about the various options available for accounting firms to enter the wealth management space, including partnership structures and licensing requirements.
3. Gain insights into the potential revenue streams and economic benefits associated with offering wealth management services to clients.
4. Discover how accounting firms can leverage wealth management offerings to enhance client relationships, increase client retention, and attract new talent.
5. Explore the key considerations and steps involved in transitioning from traditional accounting services to a more holistic financial advisory model.

Get in touch with Rory Henry at www.advisror.com or visit Arrowroot Family Office on LinkedIn!

Podbean: https://businessbeyondborders.podbean...

Spotify: https://open.spotify.com/show/1LYaCQZ...

Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474

Youtube: www.youtube.com/@businessbeyondborders-laurence