marketing strategies for wealth management services

kelly waltrich is the co-founder of intention.ly, a leading marketing consultancy to fintech and finserv companies.

turn holistic services into accelerated growth.

by kelly waltrich
the holistic guide to wealth management

for cpas, offering holistic wealth management services can be a game changer for your practice. these services are a clear opportunity to provide top-notch guidance to clients while fueling additional revenue streams.

more: trust is the primary ingredient | use goodwill to maximize exit readiness | a question of trust: not just for the wealthy | bridge the advice gap for better financial futures | subscriptions beat aum and hourly fees for wealth management | pursue excellence to win the battle for talent | seven tech keys to a holistic service model | toward a 21st-century cpa: a dynamic vision | why cpas are best positioned to become financial advisors | rory henry upends the traditional accounting firm
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but let’s be real – simply hanging out a “wealth management” shingle won’t cut it in an industry in which competition is abundant, and differentiation is key. making your clients and prospects aware of your expanded offerings, and growing your business as a result of those offerings, requires a much more targeted approach.