How to Structure Your Advisory Practice to Attract Great Clients

What do clients actually want from you? Believe it or not, it has less to do with products, returns, or service (those are all expected to be good).
More than ever, clients want a “one stop shop” to assist with their wealth management, insurance, tax planning, legal services and business advisory.
If you’d like to grow your business through CPA partnerships and leveraging a Virtual Family Office, you’d enjoy this video as well: • Working with High Net ...