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Learn MoreAre you in the process of building out your 2019 business strategy?
As you begin to think about the upcoming new year, consider including financial planning as a core part of your strategy to help evolve your firm to show the value you’re providing to your clients.
Watch the webinar below to hear from Jody Padar, Radical CPA and CEO of the New Vision CPA Group, to learn why she’s LEADING with planning and how she’s made the shift with a 100% cloud-based firm.
https://emoneyadvisor.wistia.com/medias/wt9g7dmfd0?embedType=async&videoFoam=true&videoWidth=600