How can you bring growth back into your firm? Will technology help? Social media? Creating value added services? The opportunity to grow is always there, but we need to nourish change in our firms so we don’t die in the desert. The time for your firm’s rebirth is now. What are some of your ideas on how we can transition into the “new” firm together?
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Experts say that busy entrepreneurs often miss incentives and advantages available to them. Financial advisors and tax professionals can give them a nudge.
After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.