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Discuss RWM™ Best Practices | Tax Planning - Embrace it!
Clients are looking to financial advisors for more tax planning as accountants are inundated with compliance work. The RWM™ is a critical designation that delivers the knowledge you need! Differentiate your practice with new credentials that introduce an integrated approach to growing your business, while building a natural referral network as an RWM™. Join us for a live, virtual discussion with practicing members of the Society of Real Wealth Managers™ August 28 at Noon CT.
Average to Awesome: Keys to Building Scalable Practices | Brian Mennis
The turbulent 2020’s are almost behind us, from a business planning point of view. Building relationships that will amplify results, simply requires a new approach, according to Brian Mennis, author Average to Awesome of Harbourfront Wealth Management who is leading a session on Building Scaleable Practices at the Acuity Conference for Distinguished Advisors (DAC) on November 11. Mentorship of both new advisors and new clients is a challenge; he says, because what people want is just different. The question is: do you have what it takes to thrive and build your business under such an environment? If not, what’s the cure?
Looking to Become a Fellow of Distinguished Financial Services (FDFS™)?
Would you like to earn the coveted FDFS™ designation? These Distinguished Fellows are honored for their distinguished services as influential thought leaders, who have demonstrated a commitment to the noble cause of teaching and writing by engaging others in the high standards of knowledge they share. In doing so, they have also demonstrated an extraordinary commitment to shaping the future of the tax, accounting and financial services industries. Here’s how you can get involved:
