Sunday, November 1, 2020

Advertisement

Tag: value proposition

Case Study – Why I Became An Adviser

0
Risk Management, Estate Planning & Business Succession Specialist, Mark Everingham, watched his family struggle financially after his father suffered a heart attack. The experience would have a significant impact on Mark’s future career path, as he shares here…

Case Study – Building Referral Partnerships: The Ownership Model

0
This practice management case study looks at one practice's approach to developing successful accountant-adviser referral relationships, the 'Ownership' model. This approach involves buying an...