By Ed Mendlowitz
How to Build a Stronger Tax Practice
Investment clubs are a social activity where people of similar backgrounds or interests
- get together,
- contribute funds in a periodic manner and
- research and discuss suitable investments for the group.
MORE ON MARKETING: Basic Budgeting for Clients | Guiding Clients in Investment Allocation and Management | How and Why to Offer Estate Planning | Why CPAs Are Suited to Financial Planning | How to Suggest More Services
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