“What's unique about Peter is he has the CPAs on staff assigned to you.”
Tony Robbins Podcast Daily · What is Your Financial Advisor Not Telling You? | Tony Robbins Podcast
Play from 17:33
17:33
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Assign CPAs on staff to each client to provide tax advice integrated with investment decisions
Said nearby on the same subject
“We have 30 offices but they're not standalone they're very well integrated to central services that we provide for the entire company and they help each other out”
LA
Lawrence Armstrong
The Strategy and Leadership Podcast with Anthony C. Taylor ·
“Centrelink have their FISOs, the financial- Information service. Information service offices or FISOs. Great place for free advice, but they can give you advice and investments.”