McKell Partners has demonstrated its ability to successfully form meaningful, strategic alliances with CPA firms. Both Mark and Adam began their careers in public accounting – both with Ernst & Young. They understand the concerns, sensitivities and issues facing accounting practices. Consider a discussion of how forging a strategic alliance with McKell Partners can be a significant differentiating growth factor for your practice in the market place.
“CPA’s who offer investment and insurance products and service to their clients are today in the minority. Our research shows, however, that the accounting industry is poised for widespread change, with dramatic growth expected in the number of CPA firms providing financial services. At the same time, there is a significant market of prospects interested in obtaining these services from their CPA’s were they to be offered.” Realizing the Opportunity: A Special Supplement to Journal of Accountancy
You can effectively and profitably integrate financial services into your practice through co-sourcing. Co-sourcing financial services with McKell Partners offers many advantages over in-sourcing or out-sourcing:
Those at McKell Partners who will conduct business with your clients are skilled, highly educated, and experienced professionals. We recognize the value of building and maintaining long-term relationships. Our efforts are in line with yours — to prudently serve the best interests of the client without the conflicts of interest.
With McKell Partners, you will be able to address many of your client’s financial needs and maintain your independence and objectivity with a wide range of services. Highlighted below are a few of the financial services you can access through our practice, which includes our sophisticated planning capabilities, institutional-level asset management and all of nation’s strongest insurances carriers.
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