Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management Practice

by Russ Alan Prince, Homer S Smith Cfp Crpc Bfa Cbec, and Paul A Saganey Cfp

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  • ISBN10 1544534590
  • ISBN13 9781544534596
  • Publish Date 1 November 2022
  • Publish Status Active
  • Imprint Houndstooth Press
  • Format Paperback (US Trade)
  • Pages 150
  • Language English