Being Great Isn't Easy

What are the qualities of a top-notch financial planner?


Every financial professional has their own vision of what makes a great financial planner. and in our CPA financial planner space, practitioners humbly define themselves as great because of their knowledge and years of experience. CPAs are among the best educated and smartest financial planners that i've worked with in my 30 years as a CPA financial planner. of course these are very important factors, but it isn't the only thing that clients will speak of when asked to define what they like about you. i learned this the hard way.

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