6min chapter

Financial Advisor Success cover image

Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value with Daniel Friedman

Financial Advisor Success

CHAPTER

Navigating Financial Advisory Teams

This chapter explores the structure and roles within a financial advisory team, focusing on the strategic choice to outsource tax preparation services. It discusses the challenges of finding qualified personnel and balancing client needs with service offerings in the evolving landscape of financial advisory practices.

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