Building a Bridge to Greater Success: Making the Most of a Wealth Management Practice

Digital Edition, June 30, 2014





How do tax and accounting professionals expand their businesses with wealth management services? And how do they keep both their practices growing successfully? Learn how in this new eBook brought to you by Accounting Today and Cetera Financial Specialists.

Based on polls conducted by SourceMedia Research, and supplemented with additional studies sponsored by Cetera, this eBook shares best practices, videos and other resources that:

•          Provide concrete steps you can take to grow your business
•          Show you how to build stronger client relationships
•          Help you get your practice on the fast track to success 

For help in growing your business, download this new eBook today.


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