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How to Develop a Winning Financial Marketing Advisor Plan

Midstream Marketing

You can find useful tips for email marketing, being active on social media, networking, and hosting seminars to reach more people. Introduction In financial services, finding the right clients requires a smart marketing plan. It is important to show your skill in financial planning.

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Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off. Can you give an example of how the accountant shortage affects companies?

Taxes 52
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Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off. Can you give an example of how the accountant shortage affects companies?

Taxes 52