Optimizing the Financial Lives of Clients : Harness the Power of an Accounting Firm's Elite Wealth Management Practice

Language: English

Published by Houndstooth Press, 2022

1544534590 / 9781544534596

  • Softcover
  • New
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Seller: AHA-BUCH GmbH, Einbeck, GermanyAHA-BUCH GmbH

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Softcover

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Item description from seller

nach der Bestellung gedruckt Neuware - Printed after ordering - 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.

Seller Inventory # 9781544534596

Title
Optimizing the Financial Lives of Clients : Harness the Power of an Accounting Firm's Elite Wealth Management Practice
Author
Homer S. Smith IV CFP CRPC BFA CBEC
Publisher
Houndstooth Press
Publication year
2022
Condition
Neu
Binding
Taschenbuch
Language
English
ISBN 10
1544534590
ISBN 13
9781544534596
Item weight
199 grams
Dimensions
216x140x9 mm

AHA-BUCH GmbH

Einbeck, Germany

5-star seller

AbeBooks seller since August 14, 2006

Shipping rates from Germany to U.S.A.

Item7 to 10 business days5 to 7 business days
First itemUS$ 39.22US$ 50.43
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Einbeck, Germany 37574