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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

外文書 , Homer S. IV Paul A. Prince Russ Alan Saganey Cfp Smith Cfp Crpc Bfa Cbec , Ingram , 出版日期: 2022-11-01

優惠價: 608 元

Saganey share in this book is not for everyone. Their method to uncover additional opportunities, offer more services, and...... more

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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

外文書 , Cfp IV Prince Russ Alan Saganey Smith , Ingram , 出版日期: 2022-11-01

優惠價: 950 元

Saganey share in this book is not for everyone. Their method to uncover additional opportunities, offer more services, and...... more

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