Sports fans have heard the adage, “The best offense is a good defense.” I feel the same way about the financial planning process. To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic ...
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Feed SubscriptionHandling your own mistakes
Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management — the question is how you handle them.
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