asking clients for feedback during these uncertain economic times can help to maintain strong, trust-based relationships with clients. “using a well-structured feedback tool to understand what clients need in a relationship with their advisors helps the advisor to do two … continued
some good advice for cpas dealing with the stock market crash. by rick telberg/at large gripped by the uncertainty and fear that comes with a stock-market crash and deepening recession, clients and individuals are turning to cpas for guidance and answers. cpas … continued
free download: genworth financial’s reg 7216 client consent sample forms, here:Â word doc.
in a bear market, cpas need to know. and then they need to help clients fine-tune the risk, according to bert schweizer iii, cpa/pfs. schweizer is a principal and founder of buckingham asset management, llc, a registered investment advisor firm … continued
especially in this economic climate, when clients need more help than ever, cpas have an obligation to break out of their compliance-only mindset to help clients plan for their futures. richard l. engebretson, vice president at wealthstar alliance, a service … continued