Dakota Wealth Management
Growth. There are many paths to get there, none of them easy. Adding a wealth management offering to your portfolio of services is one lucrative option, diversifying revenue streams while leveraging existing client relationships. Our proven partnership with Dakota Wealth provides you a turnkey, joint venture opportunity yielding exceptional return on investment. We’ve been there, we know the challenges, and we’ve done the diligence for you.
Successful organizations understand that growing a business is a team sport. You achieve true revenue acceleration when sales, operations, marketing, IT, administration, and customer success teams are all aligned and working towards a shared goal. Introhive transforms your messy data into real insights and opportunities, delivered directly to your revenue teams when and where they need them.
Winning Ways Conference
This C-suite level industry conference is designed to meet the needs of the forward-thinking accounting firm Managing Partner. Our practice management-focused content is crafted to drive firm growth through talent strategy, technology, and digital thought leadership. Join the industry’s foremost thought leaders in this not to be missed networking event.
Building and executing a long-term strategic plan is the cornerstone of success for every firm. And yet, managing partners often…
The business development landscape for accounting firms has experienced a dramatic change over the past year. With new strategies and…