attention cpa’s accountants - archer …（关注注册会计师和会计师u2014u2014弓箭手u2026）.pdf

Attention CPA’s Accountants: Is offering investment advisory services to your clients a good strategy for YOU as Outsourced Registered CPA Asset Investment growing Advisor Management Advisory your Services Firm practice? Archer Investment Corporation | 9000 Keystone Crossing, Ste 630 | Indianapolis, IN 46240 317-581-1776 | 317-581-1812 fax | Offering Investment Advisory Services to Your Clients - a Good Strategy for Practice Growth A Proven and Financially Rewarding Path to Practice Growth. One trend quickly spreading across the accounting industry today is more and more CPAs and accountants are offering investment advisory services to their clients in addition to accounting, bookkeeping and tax preparation. In general, it makes sense to be as knowledgeable and helpful with your clients complete financial picture as possible, but how can you do this without spreading yourself too thin? When your clients have inquired about investing in the past, Im sure youve considered how nice it would be for them to be able to work with you on these matters and keep more of their financial affairs under one roof. The alternative is to refer them to a broker down the road who may or may not have their best interests in mind. We have all seen our clients buy an annuity or whole-life policy (their own retirement plan) that was oversold. Are You Really The Best Option For Your Clients? Youll find many times the answer is yes. The obvious question remains, what is required to offer investment advisory services? Is my CPA practice going to get the attentio