Episode 3 – Audits Don’t Need to Be Scary

Episode 3 – Audits Don’t Need to Be Scary

When you hear “finance” and “audit” in the same sentence, you might feel your stomach flip.

But fear not. Copper Beech Financial Group’s audit process is a very positive tool that can be used to determine the next steps in a client’s wealth journey.

In this episode, you will learn:

  • About the steps of the audit process and the 80-90 page report that it generates for potential clients
  • The benefits of working with Copper Beech to create the report, and how the audit can help you—even if you choose not to work with the Parises
  • How you can use the audit process to save money
  • Why Copper Beech strongly values having trust and openness with their clients
  • And more!

Tune in now and discover a new way to think about getting audited!

Resources:  Copper Beech Financial Group

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