ffp wealth management
Attention Accountants!
Avoid Commoditization
By Adding Wealth Management Services
We know you want to thrive before and after tax season, but making the transition to a full-service accounting firm isn't easy.
We put together these 3 Operating Methods to help you avoid commoditizatoin and become a comprehensive accounting firm.
"The goal was to add financial planning to my tax practice. The transformation was successfully achieved.”
who we are:
Based in New Jersey, FFP Financial Services, Inc. is a comprehensive Wealth Management firm.
FFP is able to offer an unmatched selection of financial and insurance products and services to its individual clients, business clients and even financial advisors.
How will this help me make the transition?
Our 3 Operating Methods seek to answer the following quesions you might have before you transition:
- Why should your accounting practice offer financial planning services?
- How can you make the transition from accounting to thriving as a financial advisor?
- How do you navigate through complicated licensing and compliance requirements?
- What is the most effective way to market yourself and the products you are selling?
- What is the difference between product and process selling?
Download today, get your questions answered!