today's features

marketing strategies for wealth management services

portrait of kelly waltrich
waltrich
kelly waltrich is the co-founder of intention.ly, a leading marketing consultancy to fintech and finserv companies.

turn holistic services into accelerated growth.

by kelly waltrich
the holistic guide to wealth management

for cpas, offering holistic wealth management services can be a game changer for your practice. these services are a clear opportunity to provide top-notch guidance to clients while fueling additional revenue streams.

more: trust is the primary ingredient | use goodwill to maximize exit readiness | a question of trust: not just for the wealthy | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision | why cpas are best positioned to become financial advisors | rory henry upends the traditional accounting firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

but let’s be real – simply hanging out a “wealth management” shingle won’t cut it in an industry in which competition is abundant, and differentiation is key. making your clients and prospects aware of your expanded offerings, and growing your business as a result of those offerings, requires a much more targeted approach.
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huber: from noise to noteworthy | accounting influencers

ditch bland blogs and craft content that actually converts.

 

sponsored by max: maximize productivity, profitability, and client retention by august j. aquila  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss.

accounting influencers
with rob brown

in this accounting influencers episode, nick huber—former financial times journalist and expert in content strategy—calls out the elephant in the accounting marketing room: most firm content is forgettable. but it doesn’t have to be.

instead of cranking out generic updates and lifeless newsletters, huber challenges firms to rethink their approach. “content is more than a checkbox. it’s your chance to stand out, show what you know, and shape how people perceive your firm,” he says.

despite his statement, huber does offer two checklists for evaluating and producing lead-generating content.

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can doge and palantir fix the irs with a ‘mega api’?

and what about data security and privacy?

by 卡塔尔世界杯常规比赛时间 research

the internal revenue service is developing a unified api layer intended to consolidate access across its fractured legacy systems, a move that could transform the agency—if executed with transparency, speed, and user needs in mind.

more irs | brace yourself: irs 25% staff cuts mean big trouble for tax pros and clients | what to watch in the one big beautiful bill |irs’s big annual report: already out of date as agency grapples with chaos and cutsbusy season barometer stats: who’s responding and how they’re doing | tax season faceplant: accountants overrun by late chaos

the project gained momentum–and sparked controversy–this year with the department of government efficiency and palantir technologies aiming to build a comprehensive api system.

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ellison-taylor: small firms’ fix for talent crisis | gear up for growth

they’re not leaving the firm. they’re leaving you.

originally published jan. 10, 2025.
sponsored by max: maximize productivity, profitability, and client retention by august j. aquila  – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music, audibleplayer fmaudacy, rss.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

what’s driving talent out of accounting firms? according to kimberly ellison-taylor, cpa, cgma, citp, cisa, everything from outdated leadership to untold success stories is pushing promising professionals away. in this episode of gear up for growth, powered by 卡塔尔世界杯常规比赛时间, host jean caragher sits down with the powerhouse behind ket solutions to explore how the profession can—and must—change to attract and retain the next generation.

gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth more capstone conversations with jean caragher | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here

ellison-taylor, former chair of both the aicpa and the maryland association of cpas, started her journey into accounting as a third grader inspired by a career-day presentation. that spark led to decades of leadership—and now, a mission to transform the narrative around what it means to be a cpa.

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