Tax season is a busy time for financial advisors, but it also brings overlooked opportunities for client coaching on year-round tax savings and for future growth via CPA referral agreements. With the ...
AI daily or multiple times a day.Firms with AI training, policies, and strategy see the biggest productivity gains.91% of ...
The firm was founded in 2000 by Jennifer Wilson and James Metzler in response to the "emerging convergence of leadership with traditional management and the melding of technology with accounting," ...
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