why accountants fail at wealth management

due to one reason. and it’s a big one.troubled businessman adobestock_73444359 1000w copy.jpeg

by russ alan prince

a growing percentage of accounting firms have wealth management practices by one name or another. most of these practices provide investment management services, life insurance, or both.

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but an estimated 75% to 90% of these wealth management practices are severely underperforming.

the reason why is both simple and difficult.