Accelerating and Sustaining Growth
People feel compelled to become financial advisors for a variety of reasons. For Andrew Alter, CPA/PFS, CFP®, CGMA, the move to become a financial advisor arose from a desire to provide objective, holistic advice to people looking for a sound way to invest.
Leverage for Scale
Henry Bragg joined the Wealth Advisor Alliance in December 2020 with his business growing to almost $300 million of AUM since then. Read about Henry’s journey and how the WAA and Forum Financial Management have contributed to his success.
Adding Financial Advisory Services to Your Accounting Practice
Learn how providing financial advisory and wealth management services as a CPA can provide clients with a complete package of financial guidance that meets their needs.
Case Study: Partnership
How Forum Financial Management allows you to own your business while better leveraging your time to raise client engagement, referrals and revenue.
Case Study: Succession
How Forum Financial Management implemented a very sticky internal client transition program.