Accountant dinner "Elevate Your Tax Practice"

 

AMT Wealth Counsel invited Bob Tam, Vice President of MacKenzie Financial, to speak to accountants about strategies to "elevate their tax practice. Bob spoke about different innovative methods of 1) communicating value 2) client-centric revenue models 3) segmenting client base 4) using technology to improve dialogue with clients. AMT Wealth Counsel also invited Som Seif, of Purpose Investments, to speak about innovative tax deferred investments as a way to diversify client's portfolios.

 

 

 

 

Host an event for your group

If you would like AMT Wealth Counsel to host an event for your group, please contact us

at 905-615-5657 or send an email to Team.AmtWealthCounsel@RichardsonGMP.com