Eric Wulff, CEO of Marcum Wealth, oversees $2.5 billion in assets for 2,700 households. He reveals how leveraging relationships with CPAs drives referrals, emphasizing a 'give to get' strategy. Wulff discusses the integration of tax advisory into financial planning and the value of standardized services across locations. He also explains their unique approach to client acquisition, converting prospects by presenting detailed plans upfront, all while balancing growth with a targeted focus on mid-career advisors.
