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On today’s episode of CAS Minute, we discuss when advisory services may not be the best fit for your clients. We’ll cover the key signs—such as a lack of financial foundations, a short-term mindset, or resistance to change—that indicate advisory services won’t bring value. By the end of this episode, you’ll know how to identify these red flags early and steer clients toward the right services, ensuring better outcomes for both your firm and the client.

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Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
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