Are you looking for ways to build a sustainable practice that has better growth opportunities, is more competitive and offers a rewarding way to help clients improve their financial picture? Join an interactive session with Bob Carey, a successful CPA and financial planner, as he discusses how he transformed his practice with wealth management services. 

Carey provides an in-depth look at his company’s transition from an hours-intensive tax and accounting practice to a lucrative business with happy clients and plenty of time outside the office. Listen as he discusses the competitive necessity of expanding your services, the power of year-round passive income and how to conquer your fears about offering investment advice. Both Bob and Todd Mackay, President of Avantax, will answer questions during Q&A and one CPE credit will be granted to each attendee.

Learning Objectives:

• Recognize how to set your practice up to offer holistic financial services
• Identify how to Increase client retention and strengthen long-term relationships