The Smart Way to Handle Financial Products

Accounting firms either do or don’t. But here’s how to do it right.Unbalanced brass scales

By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice

Accounting firms adopt one of two business models when it comes to offering financial products for fees or commissions.

Either they do or they do not.

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A fancier way of saying this is that an accounting firm has adopted a product-neutral or product-inclusive financial product business model.