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Connecting tax advice to wealth management

Your financial navigation partner
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Partnership Process

Step 1: On-site dialogue session led by HKFS with the CPA partner group focusing on the question, “Is a financial services practice right for your firm or own agenda?”

Step 2: Practice development audit CPA. The firm will complete and submit the HKFS Financial Services Practice Development Audit Questionnaire. Results are reported back to the CPA partner group complete with commentary on operating assumptions, a five-year revenue projection statement, a financial services business valuation estimate, and a sample business plan.

Step 3: Introduction of HKFS field financial advisor

Step 4: Engagement

Step 5: Trusted Advisor Training Program Phase I: Practice Management Module

Step 6: Trusted Advisor Training Program Phase II: Business Development Module

Step 7: Trusted Advisor Training Program Phase III: Professional Education & Training Module

Step 8: Progress reporting system