How will my clients react to me making financial services available and engaging in commission-based activities?
Chances are your clients are already seeking your advice on investment or financial service issues. When you have referred them elsewhere, the level of service may have been inferior to the service your CPA firm normally provides, and you have no control. By bringing these services under your control, you can guide your client through the recommendation and decision-making process, then assist in the implementation of long-term planning including the selection of products and services. Clients often appreciate the convenience and professionalism that you will be able to provide.
