Highly Recommended
January 3, 2009
Written by:
Anonymous(Memphis, TN)
I highly recommend this book to anyone in the financial services industry. As a Financial Advisor with a regional firm just beginning to build a retail practice, this book has provided much valuable information in how to structure a system to best serve my clients. Now, if I can just figure out if the CPE section at the end can be used for CPA continuing education credit, all will be perfect!
Reviewer Profile
Job Type:
Tax/Financial Planning
Job Title:
Other
Experience with this Topic:
Intermediate
Are you a CPA?:
Yes
