In this latest Webinar of the Accountants Connection Free Webinar Series, Your Business First’s Darren Xerri is joined by Simon De Carro and Mark Pearson from Innovative Wealth Solutions (IWS), a financial advice firm, specialising in Self-Managed Superannuation Funds, personal insurance and holistic planning.
Accountants and advisers play vital roles in helping everyday Australians manage their finances and plan for their future. Accountants and Advisers are natural partners in many ways, but choosing a firm that is going to treat your clients the same way that you do, can be challenging.
IWS has created a webinar for Accountants who are either, working with financial planners or, they are seeking to partner with the right financial planning firm.
In this webinar, you will learn:
- What good advisers do for their clients.
- Updates in the advice industry.
- How partnering with a financial planning firm can benefit the client AND your business.
- Criteria for selecting the right financial planning firm for you.
This webinar is ideal for owners, that are considering partnering with a financial planning firm or were giving financial advice and now are looking for a solution to providing more comprehensive financial advice in the shifting education environment.
Are you looking to take the next step in the business cycle for your public accounting firm? Get in touch with Your Business First to assess your current position and look at ways to take your business to the next level. Give us a call today or email Darren.
Click here to view more webinars from this series.
