Connect First. Give Advice Second.
Author: David R. Peters, CPA, CFP, CLU, CPCU This article originally appeared in the Winter 2025 issue of the South Carolina CPA Report Part of what gets in the way of connecting ...
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An Excerpt from “Building Connections: Practical Ways that Financial Professionals Can Connect and Communicate with Clients”
Author: David R. Peters, CPA, CFP, CLU, CPCU This article originally appeared in the Fall 2024 issue of the South Carolina CPA Report Building on the Foundation As we discussed earlier ...
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Creating a Culture that Resists the Recruiter Call
Author: David R. Peters, CPA, CFP, CLU, CPCUThis article originally appeared in the Summer 2024 issue of the South Carolina CPA Report Lately, I cannot go a day without hearing ...
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