How to Talk to CPAs So They Will Like You
CPAs are perhaps the most valuable center of influence (COI) that a financial advisors could have; yet advisors mess it up. Here’s how to talk
October 19, 2018
Day: October 19, 2018
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Don’t Forget About Generation X!
Financial advisors are so focused on the millennials when the reality is that it’s Generation X not Y that should be your focus at the
October 19, 2018
