Jul
03
Wealth managers and accountants do not always find it easy to bridge the cultural divide between their two very different disciplines. James King of Price Bailey, who has spent much of his career alongside accountants, says: ‘It is the distinction between entrepreneurial and methodical mindsets.’
Nonetheless, for smaller wealth managers, a core relationship with an accountancy firm can make a quantum difference to how fast their business can grow. To number-driven accountants, performance, rather than size of firm or the depth of a relationship, is the key to a strong and fruitful relationship with wealth managers. Source
Address: http://globalwealthnews.com/?p=468
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