Investments-Practice Management - WORKING WITH A SOLICITOR TO GET NEW BUSINESS - Using an outside marketer to solicit clients for their wealth management practice can be an excellent way for CPAs to expand their business and compete against others who provide similar services.
|Year of publication:||
Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 197.2004, 1, p. 30-36
|Type of publication:||Article|
MacCarthy, Ed, (2018)
McCarthy, Ed, (2018)
ARTICLES - Business & Industry-Corporate Finance - AFTER REGULATION FD: TALKING TO YOUR CONSTITUENTS - A new SEC regulation prohibiting selective disclosures may have a critical impact on the relationship and dialogue among analysts, corporate officers and investors.
McCarthy, Ed, (2001)
- More ...