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Things To Consider When Building Your Financial Team
How do you build a financial team? Listen to Consider This Program and find out how.
There is no "I" in team. For the best results, everyone has to work together. How does your CPA and investment advisor work together to create optimal tax strategies? What is your communication process? What should it be?
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
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By Joe Clark
5
11 ratings
How do you build a financial team? Listen to Consider This Program and find out how.
There is no "I" in team. For the best results, everyone has to work together. How does your CPA and investment advisor work together to create optimal tax strategies? What is your communication process? What should it be?
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
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