Why Add Financial Services
to Your Thriving Practice?
If you’re a traditional accountant, focusing your practice on bookkeeping and tax prep, you’re an endangered species. You know this, right? Technological change is turning your core businesses into commodities – cheap and indistinguishable, like soap or toilet paper. And there’s nothing you can do to stop the wheels of those particular changes. But you can adapt to the change – and even thrive.
Financial services are a natural fit with your accounting practice. But you know that, too, right? You are the person clients trust with all their financial matters. By adding financial services, you can increase your value as your client’s complete trusted financial advisor – while increasing bottom line. We make it easy for you with our flexible programs.
Why use the Financial Gravity Wealth platform?
Financial Gravity Wealth’s Investor Advisor Representative Programs are centered on your success – and more importantly your client’s success. We will provide you with the latest analytic tools, portfolio management platforms, cutting-edge technology (much of which you can only get with us), and the most diverse set of financial investment vehicles available – as well as ongoing support. We believe that tax planning, financial planning, wealth management, and risk management should work together throughout these programs.
What makes Financial Gravity Wealth unique?
- Taxes: Taxes are our single biggest expense and no one addresses it! We do!
- Controlling the Controllable: Many platforms rely on “beating the market” or “picking the next big thing.” We rely on portfolios engineered around the things that can be controlled: risk, volatility, costs, taxes and diversity.
- Trademarks/Branding: In a world of commoditization, the only way to separate yourself is with branding. A wealth management platform can separate itself from encroaching “robo-advisors.” We have 15 trademarks and counting. Using trademarks to tell a story with your message, combined with a unique business model, is how we separate from the competition in the market place.
We understand that your practice will continue to be successful through your strong commitment and dedicated time and effort. Financial Gravity Wealth allows you the flexibility to be in control of client activities services. The relationships you have built with your clients remain within your ownership, and FGW will not interface with your clients unless necessary or required by you. The flexibility is yours regarding your firm branding.
Contact Us to Learn More