ask these 10 questions before adding financial services

remember it’s a new business.

by ed mendlowitz
101 questions and answers: managing an accounting practice, the complete 2-volume set

q:i am thinking of adding financial services to my practice. what are your thoughts?

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a:for starters, “financial services” means selling investment products or managing money. this is different from adding financial planning, which i see as an extension of and a next step to sound tax planning for clients.