The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before.
Has your firm struggled with how to efficiently add or expand into personal financial planning or wealth management services?
Are you concerned that you will lose some of your clients to a firm who is offering traditional CPA services and personal financial planning?
Is it difficult to answer your clients’ questions efficiently in this area?
Do your partners not understand the value that adding these services can bring to your business?
If any of the above questions resonate with you, the PFP Practice Center can help.