Do you have a good accountant? How do you know? This course presents a qualitative evaluation process for selecting advisors, including methods to evaluate their performance, to develop strong, long-lasting relationships.
Following this course, participants will be able to:
• Discuss how to select financial advisors
• Describe how to evaluate performance
• Explain the benefits of strong, proactive, long-lasting relationship
• Discuss the benefits of accounting systems, financial reports, and personal and estate planning