Merging a tax firm with a wealth management practice is no small feat, but it can unlock tremendous value for clients. The key? Clarity in strategy and execution.
From aligning team goals to streamlining client communication, every detail matters. Clarity ensures every step—from integrating technology to creating seamless workflows—elevates the client experience while strengthening your practice.
Our President of Tax Solutions, Bryan Eberle, shares actionable strategies to make this integration a success in his latest article for Financial Planning.