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How to Find the Right Financial Advisor for Your Clients

Written by: Patrick Chu, CPA/PFS, CFP®

Entrusting your client’s financial matters to another professional is a difficult task. Deciphering between business models, fee structures and services is enough to make you want to pass the responsibility on to someone else. But as CPAs, we’re protective of our clients, and want to help them when opportunities arise. Here are some key issues […]

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