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Book guides CPAs on adoption of wealth biz into their practices - Financial Planning

Retrieved on: 2024-12-04 20:31:30

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Summary

The article, focused on "technology marketing," highlights Rory Henry's guide to integrating wealth management into accounting practices. It discusses advancements in technology aiding certified public accountants (CPAs) with comprehensive planning, connecting the key concept with tags like accounting and financial planning.

Article found on: www.financial-planning.com

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