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The coach that will enable you to at least double your revenue, retain your key clients and have a saleable business that others will only envy. You’ll hear how implementing a multi-family office solution to your business will produce income that you can now only dream of, deliver you a strategy for key client retention and ensure that you have solidified relationships with the clients you want and can’t afford to lose.
Episodes
Thursday Jul 15, 2021
WHAT IS IT LIKE FOR AN ACCOUNTANT WORKING WITH MULTI FAMILY OFFICE?
Thursday Jul 15, 2021
Thursday Jul 15, 2021
WHAT IS IT LIKE FOR AN ACCOUNTANT WORKING WITH MULTI FAMILY OFFICE?
- The difference in experience for a qualified accountant in the day-to-day dealings with clients to that of dealing with a Family Office.
- If you’re a qualified accountant, should or shouldn’t you broaden your service offering to include Family Office?
- What’s it like to experience the synergy and collaboration of a Family Office Management Team?
Version: 20240320
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