Using Detailed Meeting Checklists to Drive Referral Growth
CFO News Room
NOVEMBER 22, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Not go out of our lane, like do tax returns, but having intimate knowledge of taxes, having intimate knowledge of estate planning, and put it all together.
Let's personalize your content