GWG CFO Bill Acheson

“You’re Welcome.” Little Words Can Make a Big Difference to Your Clients

“You’re welcome.” It’s a phrase that every one of us learned to say when we were young. Not just to be polite, but to express our willingness to give something—our […]

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Is It (Finally) Time to Go Independent?

Going independent. You’ve been thinking about it for years, but something has always stood in the way. The safety of a big organization. The familiarity with the people, technology, and […]

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Did the DOL Create a Buyer’s Market for Advisory Firms?

Every year after tax season, ‘for sale’ signs go up at CPA firms across the country. It’s no wonder. It’s a grueling business that forces accountants to run a marathon-length […]

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Ready to Attract Millennial Clients? Up Your Game With Crowdfunding

In the words of Steve Jobs, it’s time to “think different.” About technology, about your clients, and about your business. There’s a lot of change going on in the investment […]

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