How To Accelerate Client Growth As An Advice-Only Firm
CFO News Room
NOVEMBER 1, 2022
So, I think to kick this off, if I could ask you just to share a little bit overall about the advisory firm as it exists today, just what you do, and who you serve, and the clients that are being served, just so we understand the overall context of the business. Hey, by the way, here’s the tax consequences. Mindy: Yeah.
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