Course 14 · Advisory Expansion
Wealth Management Deep Dive
Understand where wealth management fits in the optional full-service Sentinel-style model.
Coming soon
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This course is in the planned curriculum. Available courses are open now.
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What this course covers
The optional last mile of the full-service Sentinel model. Where wealth management fits in an accounting firm: economics, compliance load, client segmentation, and what the service actually requires.
Built for owners deciding whether to build, partner, or skip — with a clear view of what the service line takes, what it returns, and which firms should not add it at all.
What you leave with
A practical view of wealth management economics, compliance, segmentation, and service design.
Included with the course
- Full video lessons taught from real firm workflows
- Module resources, worksheets, and implementation notes
- A concrete next step for your firm after every module
- Lifetime access after you open the course — no subscription required
Syllabus
5 modules
Preview the full module list here. Lessons, implementation notes, and downloads open inside the Academy after you get started.
- 01
Where Wealth Management Fits
Place wealth management beside bookkeeping, tax, planning, and advisory, then decide which firms should build, partner, or avoid the service line.
Coming Soon
- 02
The Sentinel Full-Service Model
See how bookkeeping, tax, tax planning, financial planning, and wealth management connect across one full client relationship.
Coming Soon
- 03
Wealth Management Economics and Compliance
Evaluate revenue, compliance responsibility, client expectations, referral options, and the risk of adding wealth management before the firm is prepared.
Coming Soon
- 04
Client Segmentation and Service Tiers
Segment clients by complexity, revenue, planning need, and fit, then define full-service, simpler-package, upgrade, and downgrade paths.
Coming Soon
- 05
The $1.5M Full-Service Firm Operating Manual
Pull service mix, team structure, software, weekly cadence, client experience, and owner role into the mature full-service model.
Coming Soon
Related courses
Course 02
100K to $1.5M Roadmap
The staged path from solo compliance work to a leveraged, multi-service firm.
Course 03
Pricing, Packaging, and Offer Design
Build profitable offers, scope boundaries, renewal rhythm, and client agreements.
Course 06
The Client Onboarding Experience
Move clients from signed proposal into a clear, repeatable ongoing relationship.
More of the operating system is on the way.
Browse the courses that are available now while this one is Coming Soon.