We believe our goal is attainable. I suspected from the start that the average CPA firm would require a great deal more teaching and hand holding than most people would expect. Not every CPA should. One size does not fit all. Some people sell stocks and take commissions.
Some people sell proprietary products because the fees are greater.
Adding financial services to a practice adds new and valuable client benefits to meet consumer demand. All CPAs need to realize, however, that the regulations, compliance requirements and responsibilities in the investment field are 10 times greater than those of public accounting. Most CPAs don't realize that. You're regarded as somewhat of a maverick in the profession, unafraid to incur anyone's wrath if you feel you're on the right path. To be the subject of someone's wrath isn't pleasant but it has never caused me to cower.