Ask Paul - A Look Into The Future Episode 69 - Leveraging the Virtual Family Office

July 1, 2021 | By Paul Latham
Financial Advisors Accountants

The window of opportunity is quickly closing for accountants to reposition themselves as trusted, valued, and relevant advisors to their clients. The pandemic sped up the process, and now with many clients desperately needing more consulting help than ever, accounting firms, accountants, and CPAs have the opportunity to present themselves in a whole new way.

Firms should focus on making the intangible tangible – showcasing their people, the various services they can provide, and the solutions that they can offer. The old referral model is quickly becoming outdated, so as a firm, you’ll want to create a digital showroom to maximize success and keep clients and prospects under your pipeline instead of someone else’s.

In this episode, Paul walks us through how our virtual family office is set up.

Want to watch more of “A Look Into The FUTURE” check out our past shows on YouTube HERE: 
Subscribe To “The Entrepreneurial CPA Channel” on YouTube HERE: