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Optimizing the Financial Lives of Clients

Autor Russ Alan Prince, Cfp Smith IV, Cfp Saganey
en Limba Engleză Hardback – 31 oct 2022
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.
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Specificații

ISBN-13: 9781544534589
ISBN-10: 1544534582
Pagini: 150
Dimensiuni: 145 x 222 x 12 mm
Greutate: 0.33 kg
Editura: Houndstooth Press

Notă biografică

RUSS ALAN PRINCE is the executive director of Private Wealth magazine and chief content officer for High-Net-Worth Genius. He is the author of more than sixty-five books, including Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs.