Deborah Meyer, CPA/PFS walks through her client experience process and the technology that helps her serve her clients in an efficient and effective manner. Learn how you can leverage technology so that you can spend your time doing what you do best and giving your clients the most valuable service – helping them achieve their financial goals.
Access the related resources from this podcast:
Technology for a Planning & Tax Advisory Services Business Toolkit
The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at aicpa.org/pfp to join our community and gain access to valuable member-only benefits.