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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