How Accountants Can Thrive As Financial Advisors
Based in New Jersey, FFP Financial Services, Inc. is a comprehensive financial services firm. FFP is able to offer an unmatched selection of financial and insurance products and services to its individual clients, business clients and even financial advisors.
FFP caters to the needs of the diverse clients of today offering a full lineup of products and services covering a wide spectrum of client needs including investments, insurance, debt consolidation and financial planning.
Fixed, Variable & Indexed
Group Health, Disability & Life
Life, Disability & Long-Term Care
Stocks, Bonds, etc.
and Other Retirement Plans
With each advisor on the FFP team boasting an average of 12 years of financial planning experience, their list of satisfied clients grows by the day.
Using their experience, FFP advisors utilize customized programs designed to preserve and grow the assets of each individual client. This approach allows for professional and personal services and expertise to be delivered to the client, which helps FFP achieve their overall goal of helping their clients achieve long-term financial success.
While you could simply refer your clients to a financial advisor, there are five reasons as to why that is a bad idea:
Gather Tools from Our Book:
Planning your transition can be difficult. With the help of the book Planning the Transition, and FFP Financial Services, Inc., your accounting practice can successfully make the transition in an almost seamless fashion.
With 25 plus years of experience helping accounting practices “Planning the Transition”, authors John and Joseph Graziano have the knowledge and the tools to get your accounting practice over the hump and on to greener pastures.