1st Global is sharing the eight critical questions tax practitioners need to answer about their practice and wealth management in an hour-long webconference on Wednesday, June 21, beginning at 10:30 a.m. Central Time. Wealth Management and Your tax Practice: 8 Critical Questions will offer specific action steps and systems ready to be put to work within a firm.
Attendees will gain valuable insight into:
- The fundamentals of wealth management
- Beliefs about wealth management
- Wealth management education
- Client relationships
- Wealth management systems
- Leadership and success