Dallas-based 1st Global has launched a new offering intended to help CPA firms develop and grow wealth management services as a core part of their practices.
"There's an ocean of opportunity in wealth management within the grasp of most CPA firms," Tony Batman, 1st Global chairman and CEO, said in a statement. "This new consulting program is specifically designed to quantify this growth opportunity and provide an executable road map for high-performance CPA firms to achieve their highest profit and valuation potential."
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