Ask Paul – A Look Into the Future Episode 12 – The How
January 10, 2019 | By Paul Latham
Financial Advisors
Accountants
Over the last few weeks, we have shared Paul Latham's three-step process to transition your firm into adding advisory services. This week, we will share the third and final step - "The How."
https://youtu.be/2SzPOeF1M9E
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