Updated Saturday, November 1, 2014 as of 8:33 AM ET

CPAs as a Center of Influence: The New Paradigm

Finally, the financial advisor should focus on fewer, yet deeper and more meaningful relationships, with CPAs. In the past it seemed the primary goal was to engage and work with as many CPAs as possible. Concurrently, the financial advisor in most cases did not fully bring an expert team of professionals to the relationship but relied solely upon their own skill set in one or perhaps multiple practice areas. Thus, it was left to the CPA to fully construct their own comprehensive team in which they may or may not have had the time or resources to assemble, vet, and oversee quality control.

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (0)

Be the first to comment on this post using the section below.

Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here