Courses
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$49.00Emailing with Clients: Brevity and Attention to Detail
This course will provide you with the tools to become a proficient writer. By improving your writing, you will be able to compose emails and documentation that will lead to greater profitability.
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$39.00It's Time to Stop Fearing Technology and Embrace It
A review of technology solutions that can elevate all aspects of your practice and client engagement.
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$49.00How Digital Marketing and Finance Intersect
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$39.00Helping Clients Make Better Decisions
Understanding client decision-making will improve their planning outcomes and deepen your relationship as their most trusted advisor.
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$69.00Business Writing for CPAs and Finance Professionals
This course will provide you with the tools to become a proficient writer. By improving your writing, you will be able to compose emails and documentation that will lead to greater profitability.
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De-stress for Success: The New Normal
In this webinar, we examine current research to understand the impact of our "new normal" on our stress and mental health.