Optimizing the Financial Lives of Clients
Harness the Power of an Accounting Firm's Elite Wealth Management Practice
HC gerader Rücken mit Schutzumschlag
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ISBN-13:
9781544534589
Veröffentl:
2022
Einband:
HC gerader Rücken mit Schutzumschlag
Erscheinungsdatum:
01.11.2022
Seiten:
150
Autor:
Russ Alan Prince
Gewicht:
343 g
Format:
222x145x12 mm
Sprache:
Englisch
Beschreibung:
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.
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