The Financial Advisor Guide to LinkedIn
Welcome to our complete guide to LinkedIn for financial advisors. Here, you will find important information on how to set up your profile, effectively use LinkedIn as a social media outlet, and learn about important compliance...
Published on February 18, 2011
Best Practices for CPA Financial Planners When Using Social Media
Social media tools such as blogs, Facebook, Twitter and LinkedIn can help you gain referrals, acquire clients and connect in new ways with existing clients. Learn more in this web seminar with Michelle Golden, Michael Goodman, and Scott Brown...
Published on August 17, 2011
CPA/PFS Profile Gina Chironis
Get to know Gina Chironis, CPA/PFS; find out more about her services, what motivated her to open up her own practice, her service work, and even a bit about her favorite New Orleans recipe.
Published on September 17, 2013
Tax Season Resources
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on February 19, 2014
CPA/PFS Profile Amy Sonstein
A CPA/PFS Profile on Amy Sonstein
Published on November 19, 2013
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