Client's Comments

Don't believe us...

WHAT THE CLIENTS ARE SAYING

WHAT YOUR CLIENTS ARE LOOKING FOR…

  • Proactive financial planning and comprehensive wealth management
  • Convenience of “one-stop shopping”
  • Desire for “Total Financial Life” guidance rather than individual product sales
  • The team approach – Collaboration is always better for the client!

“Individuals/Families/Business Owners”

 

SURVEYING CPA CLIENTS (EXISTING)

INTENDED ACTIONS (Andersen/Enron)

  • 72.5% would add assets for their accountant to manage
  • 63.2% would refer other people to their accountant for investment services
  • Only 5.3% were moving assets away from their accountant
  • Only 2.3% were switching from an accountant to an investment advisor

 

silver-state-cpa-allianceSilver State CPA Alliance

Phone: (702) 371-1000
Fax: 702-897-5167
7380 South Eastern Ave. Ste 124-288
Las Vegas, Nevada 89123