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Accountant vs. Financial Advisor: What Are Your Goals & Who Will Help You Get There?

Zoe Financial

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Financial advisors focus primarily on investments, while accountants focus more on taxes and other record-keeping aspects of finances. You’re on the right track!

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Why a CRM for Financial Advisors is Critical For Growing Your Business

FMG

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. Technology is one of the most important components of a financial advisor’s business. CRM Gives You a Window Into the Future.