Webinar: Helping Your Small & Middle-Market Business Clients Keep Assets In Play
In case you missed it, CIC Services has developed a webinar focused on helping CPAs, financial advisors and insurance brokers set themselves apart from the competition by helping your clients (and prospective clients) keep their money “in play.”
In this webinar, CIC Services discuss the six forces that take assets out of play for small and middle-market business clients and provide powerful strategies to counter all six forces. This information can help you to become an even more trusted advisor and bring valuable strategies to help your clients keep more money on the table and accumulate wealth.
Watch the full recording below: