Merit Financial Advisors’ Post

Succession Plans Have Two Key Components: THE PLAN and THE FUNDING 📜 While 20% of the focus is on crafting the succession plan 💰 80% revolves around the money We help CPA firms discount the cost of funding by 40-50% and help them create annual recurring revenue from Advisory and Consulting Services for funding. Signature Income Solutions #SignatureIncome #SuccessionPlanning

We’re thrilled to announce that SignatureFD has been recognized as one of Accounting Today’s Top Firms by AUM, ranking amongst the top ten CPA financial planning firms. At SignatureFD, we recognize the importance of tailoring financial advice to each client’s unique needs, goals, and circumstances. Our mission is to help clients identify their Net Worthwhile® and leverage strategic financial planning to align their resources with what matters most to them. A special thank you to our incredible team, who works tirelessly to deliver holistic advisory to our clients. This recognition would not be possible without you. Learn more about Accounting Today’s Top Firms here: https://shorturl.at/kGv6E The 2024 Accounting Today Top Firms are determined by 2023 assets under management as reported by the planning practice's overall chief executive or leader and ranked in order. The rankings included no associated compensation and were solely based on the metrics described. Winners were announced on June 5, 2024. #WealthManagement #FinancialPlanning #NetWorthwhile

Managing client accounting can be like navigating a maze, but we thrive in turning chaos into order. Grateful for the opportunity to clean house and bring clarity to our clients' financial landscapes. the backbone of our work is GAAP. #AccountingTransformation #ClientSuccess"

Exciting news! 🌟 Join us for a special FREE webinar on October 3rd, with BDO UK LLP. We'll explore the intricacies of contractor Expenses, focusing on SDC and client billable expenses. Don't miss this opportunity to level up your financial game. https://buff.ly/3YSGwk5 Register now! 🚀💰 #ContractorLearning #WebinarUpdate

What is the best way to go about making introductions and building partnerships with Certified Public Accountants (CPAs)? In Anton Anderon's latest live class, he explains how successful Financial Advisor and CPA relationships are built on trust, expertise, and collaboration. For financial advisors looking to enhance the value they provide their clients by forging strategic partnerships with CPAs, you must first foster a deeper understanding of how your roles intersect and complement each other.   To dive deeper into the best practices for building and strengthening relationships with CPAs, head over to the FASS community feed to watch the full recording.  #FinancialAdvisorSuccessSyndicate #FASS #JoinFASS #AntonAnderson #FinancialProfessional #CPA #FinancialAdvisor 

Good Afternoon LinkedIn People in Financial Planning! I'm wondering if you can help me look for something?.... At Financial Planner Life | Certified B Corp™ we're currently working on something extra special for the next generation of Financial Planning professionals entering the industry! We're looking to speak with an experienced IFA Administrator who knows the role inside and out, to help showcase what a crucial part this plays in the Financial Planning process. If you know someone, or are someone who might enjoy championing the IFA Admin role and helping to bring more awareness to this important part of the profession, comment below, or nominate someone and I'll drop them a DM! ⬇ #FinancialPlanning #AwesomeAdmins

For the second year in a row, Savant Wealth Management ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication’s 18th annual ranking of integrated CPA and wealth management firms by assets under management (AUM) received submissions from more than 200 firms. Savant did not pay to participate in the ranking. https://ow.ly/CHqp30sE2zB 2024 Accounting Today Billion-Dollar Wealth Magnet: This annual ranking published in June 2024 includes the top CPA financial planners with a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included in this ranking.

As seasoned experts, we understand the fine line between surviving and thriving. That's why we offer a comprehensive suite of consulting services tailored to elevate your business to new heights. For our Medical Practitioner Industry clients, we provide invaluable advice on: 💼 Income Tax Minimisation 💼 Maximising Asset Protection 💼 Admitting New Business Partners or Investors 💼 Industry-Specific Risk Profiling 💼 Capitalising on Future Capital Gains Tax Concessions 💼 Management and Financial Accounting 💼 Strategic Planning 💼 Taxation Consulting 💼 Tax Planning & Minimisation 💼 Business Valuations 💼 Business Sales and Acquisitions 💼 Accounting Software Selection and Training 💼 Superannuation Advice With MaxMargin Accountants by your side, success is not just a goal – it's a guarantee. Contact us today to unlock your business's true potential! #MaxMarginAccountants #BusinessConsulting #SuccessIsAssured

🔥 Real Talk Time! 🔥 Every day, I find myself in debates with CPAs over how they advise business owners on operational decisions. Let’s face it – CPAs are financial whizzes, but operational strategy isn't their schooling or forte, and that's totally fine! Yet, business owners often turn to them for guidance on running the operations based on financials alone. What are your thoughts? 🎙️ - Have you ever sought operational advice from your CPA? - Do you think financial experts can effectively guide operational decisions? Share your experiences and opinions in the comments – let's get this conversation rolling! ⬇️💼📊 #BusinessOperations #CPA #FinancialAdvice #EntrepreneurLife #DebateTime

For the second year in a row, Savant Wealth Management ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication’s 18th annual ranking of integrated CPA and wealth management firms by assets under management (AUM) received submissions from more than 200 firms. Savant did not pay to participate in the ranking. https://ow.ly/IUzg30sE1wj 2024 Accounting Today Billion-Dollar Wealth Magnet: This annual ranking published in June 2024 includes the top CPA financial planners with a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included in this ranking.