Podcast: How to serve as your clients’ primary point of contact in planning & tax advisory services

CPA financial planners Lyle Benson, Brooke Salvini, and David Stolz share how they serve as the primary point of contact for their clients

From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20180907-primary-point.html