Mark Your Calendar: 8 Critical Questions Webconference
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
Voice of the Editor
Which isn’t completely true. I mean, occasionally I drop by when I manage to sneak out of the nonstop frat party over at Going Concern, but I’m mostly a wallflower over there. I’m happy to say that I’ve been given express permission (or explicit orders, if you like) to wander over here to AccountingWEB more often.
Why is that, you might ask? My job is to replace the irreplaceable Gail Perry as Editor-in-Chief. What does that mean? I don’t really know! I think it’ll be fun getting a feel for things, throwing in my own thoughts here and there, and listening to the discussions you’re having about the accounting profession.