Leveraging Structured Notes To Differentiate A Solo Practice
CFO News Room
NOVEMBER 29, 2022
So, we do look at clients from the complexity of what type of planning they have. Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning. How does the estate-planning practice weave in in practice? Anh: Right.
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