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

Book Overview

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...

• Format: Paperback
• Language: English
• ISBN: 1544534590
• ISBN13: 9781544534596
• Release Date: October 2022
• Publisher: Houndstooth Press
• Length: 150 Pages
• Weight: 0.55 lbs.
• Dimensions: 0.3" x 5.5" x 8.5"