financial-advisors-can-finally-embrace-client-testimonials 
Truelytics
JANUARY 25, 2022
Modern Financial Advisor Podcast ·. Episode 73 - Financial Advisors Can Finally Embrace Client Testimonials. It has been common knowledge for independent financial advisors and RIAs that client testimonials and endorsements are a "no go" area. Great stuff!
Equilest
FEBRUARY 10, 2024
From financial preparation to navigating tax implications, CPAs bring invaluable knowledge and guidance to sellers, ensuring a smooth and efficient transaction. From assessing financial statements to identifying tax-saving opportunities, CPAs provide invaluable insights throughout the sale process.
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