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michael maksymiw, cpa cgma msa, is executive director, aprio firm alliance at aprio. he connects growing firms with resources to advance client relationships and provides access to subject matter experts in specialties that fall outside a firm’s wheelhouse. he holds a master of science in accounting from university of connecticut. |
put your vision into practice.
by michael maksymiw, cpa cgma msa
the holistic guide to wealth management
a successful future firm has an abundance mindset and an adaptable leadership style. the abundance mindset is based on the belief that there is enough work for everyone. that means the firm can focus on what it wants to – it can pick its niche. and the firm will utilize its network of other firms who think similarly to completely service the client.
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a generalist who tries to do everything for a client is the old model. a specialist who finds other specialists to ensure the client has the best team around them for their success is the model of the future.
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