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4 Ways to Move Toward Practice Transformation Logo aicpa

  Lyle Benson, CPA/PFS |   Free |   AICPA |   13 Feb 2017 |   AICPA Insights

In this blog post, Lyle Benson, CPA/PFS, shares the top challenges and questions CPAs and financial planners should consider to shape their practices for the future - from understanding the importance of client trust to practicing gratitude.

Topics covered:
  • Personal financial planning: Technical: Practice management & professional standards, Intermediate