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Accountants as Wealth Managers Training Class |
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Accountants as Wealth Managers Training Seminar
This book uses extensive industry research, coupled with the authors' experience working with CPA firms, to show why wealth management is the wave of the future for any financial services firm that wants to connect with affluent clients and be successful.
The authors encourage these firms to act sooner, rather than later, to enjoy a measurable competitive advantage.
It will not be an easy transition, by any means. Still, those firms that move confidently and aggressively forward will be the ones best able to fully meet the expectations of affluent clients.
This book guides the accounting industry toward as new paradigm - and great profitability.
AUTHORS: Russ Alan Prince, Douglad D. Wright & Richard C. Urbealis, Jr.
DESCRIPTION: Soft Cover, 131 Pages
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Price |
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$150.00
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