Partnering With Financial Planners

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Running Time: 5:40

Date: 01/12/2012

Improve your growth and profitability - partner up!

You may not have noticed it but your clients' needs and expectations are changing. That means making changes of your own, says Scott Charlton, if you want to take advantage. So don't wait until faster-moving practices overtake you. Scott has written a book titled, "Partnering with Financial Planners - a guide to growth for accounting firms". Scott will tell you that it's a sensible move to partner with financial planners - or gain more qualifications yourself - so that you can value-add to the services you offer. Offering broader financial services is something your will appreciate, and it will boost your growth and profitability too.