Alexander, Antoinette
May 2013
Accounting Today;May2013, Vol. 27 Issue 5, p29
Trade Publication
The article focuses on how accounting firms can provide wealth management services that fits an individual's wealth level. It is argued that the breadth, depth, and complexity of the client's needs and the associated expertise required of the advisor that becomes the key differentiator in serving clients with higher net worth. Greg Sirce of HBK Sorce Financial Group says that financial advisors should service begins with financial planning and in-depth research and analysis.


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