The true currency of abundance
CLIENT SERVICE OPPORTUNITIES
Checklist: The best ideas from the top rainmakers.
This is a job for your line partners, not your marketing department.
By August Aquila
Price It Right
CHECKLIST: Tax-Time Client Needs Assessments and Referral Generation. By Rick Telberg CPA Trendlines Busy season may be hectic and the hours may be long, but if you’re not making time to get to know your clients better, then you’re missing … Continued
Traditional carriers still rule the market.
By CPA Trendlines Research