Optimizing the Financial Lives of Clients: Harness the Power of an Accounting Firm's Elite Wealth Management...

— —

Russ Alan Prince Homer S Smith Cfp Crpc Bfa Cbec, IV

Optimizing the Financial Lives of Clients

Harness the Power of an Accounting Firm's Elite Wealth Management Practice

Russ Alan Prince, Homer S Smith Cfp Crpc Bfa Cbec, IV, Paul A Saganey Cfp

$27.95 $24.74

Paperback

Not in-store but you can order this
How long will it take?

Availability Information

We source books from suppliers in Australia and overseas. For books we don't currently have in stock, the time it takes to get them from our suppliers can vary widely - from a few days to a few months - so we check each book with each supplier to determine the expected time it will take to be supplied to us.

We then advise you accordingly. If the time taken to get any book is too long for you, you can let us know and we will cancel or adjust your order, and refund as required.

To find out the anticipated arrival time for specific items prior to ordering, please contact us by phone or email:

Phone +61 2 9264 3111, or 1800 4 BOOKS (1800 4 26657) if outside Sydney:
option 1 Abbey's Bookshop (Crime, History, Science, Kids & more) • info@abbeys.com.au
option 2 Language Book Centre (ESL & Foreign Languages) • language@abbeys.com.au
option 3 Galaxy Bookshop (Sci-fi, Fantasy, Romance, Graphic Novels) • sf@galaxybooks.com.au

QTY:

English

Houndstooth Press
01 November 2022

Accounting; Financial accounting; Finance

The hours and costs to increase revenue within a service-based accounting firm can pile up fast. So many tools, formulas, and schemes miss the mark. So be warned: what financial thought leaders Russ Alan Prince, Homer Smith, and Paul Saganey share in this book is not for everyone.

Their method to uncover additional opportunities, offer more services, and develop recurring revenue is elite. It optimizes the financial lives of clients and keeps the accountant at the center of the process.

With the expertise inside these pages, managing partners can position accounting firms for long-term success. But you must commit to the Four Core Principles and Everyone Wins Process of elite wealth management.

Go deep with client relationships. Deliver exceptional value. Grow with elegant simplicity. This is elite.

By: Russ Alan Prince, Homer S Smith Cfp Crpc Bfa Cbec, IV, Paul A Saganey Cfp
Imprint: Houndstooth Press
Dimensions: Height: 216mm, Width: 140mm, Spine: 9mm
Weight: 200g
ISBN: 9781544534596
ISBN 10: 1544534590
Pages: 150
Publication Date: 01 November 2022
Audience: General/trade , ELT Advanced
Format: Paperback
Publisher's Status: Active

Russ Alan Prince is the Executive Director of Private Wealth magazine and one of the leading authorities in the private wealth industry. Homer Smith is a Private Wealth Advisor with over twenty years of industry experience dedicated to working with business owners and families of wealth with complex financial planning needs. For more than twenty-five years, Paul Saganey of Integrated Partners has been directing traffic at the intersection of financial planning, wealth management, and CPAs. Their combined experience inside this book brings together the best processes and systems to truly differentiate and grow an accounting firm.