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Be Our Guest 2018 – Benefiting The Foundation for Financial Planning

Accredited Investors Wealth Management® is pleased to once again participate in the “Be Our Guest” program administered through the Foundation for Financial Planning. We invite wealth management firms near and far to come take a look around our office to better understand how we serve clients. We are opening our doors to you on Tuesday, June 12, 2018. Leadership and staff will offer a playbook of actionable ideas and items to improve your business practices. We will be sharing everything from our talent sourcing and hiring practices, to tips on how we attract new clients, what we deliver to them, and lessons we’ve learned over the years.


Accredited Expands Parental Leave Policy

As reported by Bloomberg News and the Washington Post, a recent study concluded that parental leave benefits have decreased on average throughout much of the country in recent years. After undertaking a comprehensive review of its own policies, however, Accredited Investors Wealth Management recently announced a broad expansion of its parental leave benefits for both primary and non-primary parents, providing up to 16 weeks of fully paid leave, and placing the firm at the forefront of its industry with its approach to parental time off.