Podcast Listing

THIS WEEK’S PODCAST

Unlocking Value in M&A Transactions With Matthew Jarvis, CFP®

Clean books and clear value—why your financials matter in any M&A deal. Listen

May 09, 2021

The Proven Way To Get CPA Referrals

Topic:

Welcome to the Retirement Tax Services Podcast! In this episode, Steven discusses the best (and worst) ways for financial advisors to seek professional CPA referrals. Both Financial Advisors and CPA’s […]

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