to requests from new clients, set appointments based on YOUR schedule, and work from home meeting with these clients utilizing the..., and developing sales approaches for different customer segments? Have a desire to be a positive influence and make an impact...
and accounting issues, including estate, business, executive benefit, and financial planning cases, to advisors and their clients..., and recommendations to producers, regional market centers, home office and/or clients' professional advisors, including point-of-sale...
on sophisticated tax and accounting issues, including estate, business, executive benefit, and financial planning cases, to advisors..., and recommendations to producers, regional market centers, home office and/or clients' professional advisors, including point-of-sale...