The current economic climate has created an opportune time for CPA wealth advisers to grow their practice and help clients realize their financial dreams. It is during these tumultuous times that the most successful advisers differentiate themselves from the rest. This presentation will focus on the most important things CPA wealth advisers must know during this critical time. Building off key preliminary findings of our study on the best practices of CPA wealth advisers, you will be provided with actionable, results-oriented information to accelerate your success while serving your clients well. Click here to register. PFP/PFS members attend for free without optional CPE. Discounted CPE is available to PFP/PFS members. Others pay a nominal fee.
Published in Brief: