For too long, a separation has existed between CPAs and accounting professionals in general and wealth managers, each “staying in their lane” when they should have been partnering all along. After all, it’s about the client relationship, and the greatest return on that relationship is the value you provide.
In this webinar, hosted by AFO Wealth Management Forward founder Rory Henry, I was part of a panel discussion with Phillip Hecker, CEO of Bento Engine, discussing our segments in Rory’s new book, A Holistic Guide to Wealth Management, as well as the role accounting professionals and wealth management services can play together in providing true value to clients.