Russ Alan Prince is the Executive Director of Private Wealth magazine and one of the leading authorities in the private wealth industry. Homer Smith is a Private Wealth Advisor with over twenty years of industry experience dedicated to working with business owners and families of wealth with complex financial planning needs. For more than twenty-five years, Paul Saganey of Integrated Partners has been directing traffic at the intersection of financial planning, wealth management, and CPAs. Their combined experience inside this book brings together the best processes and systems to truly differentiate and grow an accounting firm.
1 द्वारा ईबुक CFP CRPC Smith IV
CFP CRPC Smith IV & CFP Paul A. Saganey: Optimizing the Financial Lives of Clients
The hours and costs to increase revenue within a service-based accounting firm can pile up fast. So many tools, formulas, and schemes miss the mark. So be warned: what financial thought leaders
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