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.
✔ Author(s): Russ Alan Prince,Homer S. Smith IV CFP CRPC BFA CBEC,Paul A. Saganey CFP
✔ Title: Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm’s Elite Wealth Management Practice
✔ Rating : 5 out of 5 base on (28 reviews)
✔ ISBN-10: 1544534590
✔ Language: English
✔ Format ebook: PDF, EPUB, Kindle, Audio, HTML and MOBI
✔ Device compatibles: Android, iOS, PC and Amazon Kindle
Readers' opinions about Optimizing the Financial Lives of Clients by Russ Alan Prince
Naomi Bates
Experience a heartwarming journey of self-discovery and love in this beautifully written novel. The protagonist's struggles and triumphs are portrayed with incredible empathy. Richly developed characters and a compelling plot make the story unforgettable. The emotional depth of the narrative resonates long after the book is closed. It's a touching tale that celebrates the human spirit. Perfect for readers seeking an uplifting read.
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