
Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management
Some CPAs have a once-in-a-generation opportunity to take over a new service sector By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” When people ask why more …