Download - Episode 3 – Audits Don’t Need to Be Scary

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The Truth About Wealth

Business:Investing

Episode 3 – Audits Don’t Need to Be Scary

2019-03-27

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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 …