In this webcast: James MacGowan, a High Net Worth Tax Specialist, will walk us through the dynamics of the relationship between the client, the financial advisor and the accountant.
- How I built my practice as a secular advisor and what am I going to change?
- How will my clients change?
- How to deal with the secular accountant?
- What is the accountant saying to the client about your insurance proposal?
- What to stress when presenting your insurance proposal to an accountant?