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7min chapter
Craig Hausz - Are Accounting Firms or Wealth Management Firms More Valuable?
Inspired Or Acquired
Financial Dynamics of Wealth Management
This chapter explores the lucrative financial interplay between accounting and wealth management firms, emphasizing the revenue potential and profitability of the latter. It highlights the structural, operational, and marketing differences, along with the strategic advantages of integrating wealth management services within accounting practices.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode