Optimizing the Financial Lives of Clients : Harness the Power of an Accounting Firm's Elite Wealth Management Practice
Language: English
Published by Houndstooth Press Nov 2022, 2022
- Hardcover
- New
Seller: AHA-BUCH GmbH, Einbeck, GermanyAHA-BUCH GmbH
AbeBooks seller since August 14, 2006
Condition: New
£ 35.74
Quantity: 2 available
Add to basketItem description from seller
Neuware - 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 is elite. It optimizes the financial lives of clients and keeps the accountant at the center of the process. With the expertise inside these pages, managing partners can position accounting firms for long-term success. But you must commit to the Four Core Principles and Everyone Wins Process of elite wealth management.Go deep with client relationships. Deliver exceptional value. Grow with elegant simplicity. This is elite.
Seller Inventory # 9781544534589
- Title
- Optimizing the Financial Lives of Clients : Harness the Power of an Accounting Firm's Elite Wealth Management Practice
- Author
- Cfp Saganey
- Publisher
- Houndstooth Press Nov 2022
- Publication year
- 2022
- Condition
- Neu
- Binding
- Buch
- Language
- English
- ISBN 10
- 1544534582
- ISBN 13
- 9781544534589
- Item weight
- 341 grams
- Dimensions
- 222x145x12 mm
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 is elite. It optimizes the financial lives of clients and keeps the accountant at the center of the process.
With the expertise inside these pages, managing partners can position accounting firms for long-term success. But you must commit to the Four Core Principles and Everyone Wins Process of elite wealth management.
Go deep with client relationships. Deliver exceptional value. Grow with elegant simplicity. This is elite.
"Synopsis" may belong to another edition of this title.
About the Author
"About the title" may belong to another edition of this title.
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