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Canadian Webcast with Host Lorne Robinson

5/04/21 2:00 PM - 5/04/21 3:00 PM (ET)

Description

The World According to an Accountant: The Journey from a Secular to a Sacred Practice

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. 

 

Takeaways:

  • 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?
 

 

 

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