CBEC CFP CRPC Smith IV BFA – författare
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Optimizing the Financial Lives of Clients
Harness the Power of an Accounting Firm''s Elite Wealth Management Practice
Av CFP Paul A. Saganey, CBEC CFP CRPC Smith IV BFA m. fl.
E-bok, 2022
115 kr
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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 Russ Alan Prince , Homer Smith , and Paul Saganey share in this book is not for everyone. Their method to …