Three Reasons Why CPAs Fail as Financial Advisors
~ Friday, October 17th, 2008People who like to spout opinions as facts plague our industry and so we hear so much about the activities of CPAs as financial advisors. Well the truth is it ain’t happening.
In three conversations with major financial institutions that recruit CPAs to be financial advisors, approximately 90% of those CPAs do less then $50,000 [...]
