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How to be a financial storyteller

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Today’s accounting advisor must provide high-level advisory services as well as simple accounts management. Learn how to be a proficient storyteller, extracting meaning from the numbers and helping clients understand their financial story, using powerful web based techniques like the 4 Chapters, for success, the Power of One and the 3 Big Cash Flow measures.

Presented By:

Mark Holton

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DATE AND TIME

November 21, 2023
12-12:30pm

Fee

Comp