Join LiveFlow's co-founder & COO, Anita Koimur for a conversation with Lynda Artesani of Artesani Accounting Services and Sarah Prevost of Mintage labs.
What we cover:
✅ What drove Lynda & Sarah to create The Proper Trust?
✅ How can your partner eco-system be uniquely valuable for your clients?
✅ Key insights learned from introducing a full-scope advisory approach for clients.
✅ Best practices in building your advisory ecosystem.
Go Beyond the Numbers!
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