How To Accelerate Client Growth As An Advice-Only Firm
CFO News Room
NOVEMBER 1, 2022
Hey, by the way, here’s the tax consequences. Or even sometimes people just get confused between taxes, and attorneys, and financial planners. ” And then I can just write back another note and say, “No, it sounds like more they’re looking for a tax attorney. Go rebalance this. ” All of that stuff.
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