Optimizing the Financial Lives of Clients : Harness the Power of an Accounting Firm's Elite Wealth Management Practice

Optimizing the Financial Lives of Clients : Harness the Power of an Accounting Firm's Elite Wealth Management Practice

by Russ Alan Prince, Homer S. Smith IV CFP CRPC BFA CBEC, Paul A. Saganey CFP Hardcover 2022

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  • Author: Russ Alan Prince, Homer S. Smith IV CFP CRPC BFA CBEC, Paul A. Saganey CFP
  • ISBN 13: 9781544534589
  • ISBN 10: 1544534582
  • Publication Year: 2022
  • Language: English

Specifications

Index-101544534582
LanguageEnglish
Index-139781544534589
Period-
Class Track-
Publisher- (2022)
Pages-