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Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management Practice
Russ Alan Prince
(Author)
·
Cfp Smith
(Author)
·
Cfp Saganey
(Author)
·
Houndstooth Press
· Hardcover
Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management Practice - Prince, Russ Alan ; Smith, Cfp, IV ; Saganey, Cfp
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Origin: U.S.A.
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Wednesday, July 03.
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Synopsis "Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management Practice"
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 uncover additional opportunities, offer more services, and develop recurring revenue is elite. It optimizes the financial lives of clients and keeps the accountant at the center of the process. With the expertise inside these pages, managing partners can position accounting firms for long-term success. But you must commit to the Four Core Principles and Everyone Wins Process of elite wealth management.Go deep with client relationships. Deliver exceptional value. Grow with elegant simplicity. This is elite.
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All books in our catalog are Original.
The book is written in English.
The binding of this edition is Hardcover.
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