Financial Planning Conference
Focusing solely on financial risks places your clients, and your relationship with them, in peril. Expanding the scope of your client conversations to incorporate other aspects of their lives goes a long way to protecting their interests and fulfilling your duty of care responsibilities. www.ascpa.com/fpc19
http://socialpresskit.com/facebook/382-7417
Financial Planning Conference
Financial Planning Conference
Focusing solely on financial risks places your clients, and your relationship with them, in peril. Expanding the scope of your client conversations to incorporate other aspects of their lives goes a long way to protecting their interests and fulfilling your duty of care responsibilities. www.ascpa.com/fpc19
http://socialpresskit.com/facebook/382-7417