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What teens can teach advisors about technology

Posted by Mary Ellen Biery
What teens can teach advisors about technology

Teens often watch YouTube videos to entertain even as they learn valuable information. In some ways, accountants, business advisors and others who are looking to leverage technology would do well to follow the example. ...

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How to excite your client with numbers

Posted by Sageworks
How to excite your client with numbers

Finance and accounting are languages, but when someone doesn't understand these terms, they tune out. Rich Greene shares tips on how to excite your client with their numbers. ...

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