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Optimizing The Financial Lives Of Clients eBook

Harness The Power Of An Accounting Firm''S Elite Wealth Management Practice

by Russ Alan Prince, Cfp Paul A. Saganey e Cbec Cfp Crpc Smith Iv Bfa
language: english
Publisher: Distributed By Ingram Spark, November of 2022 ‧
9,26€
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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 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.

Optimizing The Financial Lives Of Clients

Harness The Power Of An Accounting Firm''S Elite Wealth Management Practice

by Russ Alan Prince, Cfp Paul A. Saganey e Cbec Cfp Crpc Smith Iv Bfa

Property Description
ISBN: 9781544534602
Publisher: Distributed By Ingram Spark
Release Date: November of 2022
Language: English
Pages: 148
Format: eBook
File Format and Compatibility:
Categories: eBooks in English > Economics, Finance and Accounting > Accounting
EAN: 9781544534602
Acessibilidade: Ver características de acessibilidade indicadas pelo editor