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How to build rapport with older clients Logo aicpa

  Michael Velazquez, CPA/PFS |   Free |   AICPA |   12 Sep 2016 |   CPA Insider

Communicating with elderly clients can be a challenge. This article discusses a few principles to keep in mind that can help you build a rapport.

Topics covered:
  • Personal financial planning: Technical: Elder & special needs planning: Process, taxation & strategies, Foundational