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The Future of Your Practice Rests in Planning for Your Customers

Learn how to shake up the status quo to remain relevant to customers and prospects

jody"Financial advisors are coming into the tax advice space. To retain valuable clients and grow my business, I needed to offer fee-based financial planning."

- Jody Padar, CPA

New Vision CPA Group and New Vision Wealth Management

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Download Radical Point of View to learn how to:

  • Focus on servicing clients and delivering advice
  • Provide clients with interactive financial experiences
  • Guide client financial decisions with technology
  • Employ modern marketing tactics

 

FREE DOWNLOAD