New to Planning? How to Add Value at Your Firm Reviewed by Momizat on . One of my favorite mantras for support advisors is this, “Details are your responsibility.” In the financial planning field, great plans live and die in the fin One of my favorite mantras for support advisors is this, “Details are your responsibility.” In the financial planning field, great plans live and die in the fin Rating: 0
You Are Here: Home » QuickPress » New to Planning? How to Add Value at Your Firm

New to Planning? How to Add Value at Your Firm

Posted date: October 31, 2018 In: QuickPress

One of my favorite mantras for support advisors is this, “Details are your responsibility.” In the financial planning field, great plans live and die in the finer points. But, most practices just don’t have the time and resources to check complex calculations. That’s where you come in.

To read the full article in FinancialPlanning, click: New to Planning? How to Add Value at Your Firm.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

Number of Entries : 2605

Related posts

©2024 NACVA and the Consultants' Training Institute • Toll-Free (800) 677-2009 • 1218 East 7800 South, Suite 301, Sandy, UT 84094 USA

event themes - theme rewards

Scroll to top
G-MZGY5C5SX1
lw