This paper covers:
- who is your client?
- what is your role?
- adding value to your client
- what business model should you follow?
- making sure you get paid.
maintenance
Estate planning
Succession
2015
The trusted adviser a facilitator and gate keeper for the client
Source: New South Wales
Published Date: 5 Aug 2015
Individual Session
The trusted adviser a facilitator and gate keeper for the client
Author(s):
Michael Perkins
Materials from this
session:
Details
- Published By: Michael Perkins
- Published On:5 Aug 2015
- Took place at:Doltone House Hyde Park, Sydney
The material is copyright. Apart any fair dealing for the purpose of private study,
research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
Tags
Estate planning
Succession
2015
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