Join Geoff Bruskin, Founder of White Tiger Connections Inc., and David Auer, President of Provident CPAs in our recurring webinar series, “White Labeled CPA Services for Wealth Managers.” In these insightful sessions, Geoff and David will explore how you can enhance your wealth management firm with top-tier CPA services, including:
Comprehensive Tax, Accounting, T&E, Financial Coaching, and Asset Protection: Integrate these crucial services seamlessly into your offerings to provide a holistic approach to your clients’ financial needs.
White Glove Services as an Extension of Your Brand: Deliver exceptional, tailored services that uphold and enhance your firm’s reputation.
Referral Fees: Benefit from referral fees as more extensive services are provided to your clients, ensuring mutual growth and success.
Building Enterprise Value: Learn strategies to build your enterprise value through the equity in all that we do together.
Don’t miss this opportunity to elevate your practice and provide unparalleled value to your clients.