why each is necessary.
by anthony glomski
as discussed incollaborative wealth management: defining the framework, it’s in vogue for financial services workers to call themselves wealth managers or wealth advisors. but, research shows that only a small fraction of these workers really provide clients with a complete and consultative approach to managing their complex financial lives.
regardless of which acronym(s) you have on your business card after “cpa,” one way to assure clients and prospective clients that you’re a true wealth manager is to have a carefully defined wealth management process in place.