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James Lee says title protection for advisors would be a huge step toward making financial planning 'the most important authentic profession of the 21st century.'
It's the answer that's adding real value to your client relationships.
Accounting firms with financial planning practices need to differentiate themselves from the many other players in the space.
James Moore & Co. tackles the increasingly complex financials of college athletics.
The idea of employing a project manager was inspired by the clients with whom we work.