Watch: The opportunities for accountants to help with personal financial planning

Written By Richard Sergeant

Tether CEO Richard Bertin joined 75 speakers recently at Intergen2020, an immersive virtual conference for financial advisers, accountants and solicitors. In this video, he chats to Former Vice Chair ICAEW, Eric Clapton about current opportunities for accountants in personal financial planning.

https://player.vimeo.com/video/485953262

They discuss:

• Stepping out of your comfort zone and into the middle of the advice process

• Actively supporting and advising your clients with a holistic view of their business goals and personal needs

• Embedding the Covid created ‘new normal’ into your strategy, to better serve SMEs and drive your firm’s bottom line

Richard Sergeant
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