Your Life Policy: Involving The Rest Of Your Financial Team
The Perpetual Wealth Strategy Podcast · Patrick Donohoe
March 17, 202018m 55s
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Show Notes
Today, we're here to talk about a key conversation to prepare for as you start implementing the Perpetual Wealth Strategy: the conversation with your CPA and CFO. In this episode, we share insights and advice on how to have effective conversations with each person on your strategic wealth management team.