Broker Check

Sue Patrick

(615) 563-1328

Tax Alpha: Wealth Management for Recruiting and Retaining Talent

Clients see wealth management as a valuable addition to a tax or accounting practice – and so do prospective and current employees. Many young employees see helping individual clients meet their life goals as an attractive role, and may be interested in joining or staying with a firm that offers the opportunity – provided it’s offered in the right way.

 

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