Archive for January 2025
2024 Marked a Turning Point for Digital Advice
The landscape of financial advice is evolving rapidly, and 2024 marked a significant milestone in the adoption of digital advice solutions. With increasing demand for accessible and affordable financial services, accounting firms and financial planners have embraced digital advice as a powerful tool to enhance client offerings and drive business growth. As we step into…
Read MoreNew Year: Time for Client Engagement
For as long as I’ve been in the accounting profession, most firms I’ve worked with or spoken to acknowledge there are additional services they could provide to meet unmet client needs. In fact, many estimate they could generate 20% more in fees by tapping into these opportunities. Yet, many firms fail to unlock the opportunity.…
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