{"id":42192,"date":"2015-07-24t05:13:20","date_gmt":"2015-07-24t09:13:20","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=42192"},"modified":"2024-10-01t09:36:07","modified_gmt":"2024-10-01t13:36:07","slug":"enhancing-client-financial-health-through-collaborative-services","status":"publish","type":"post","link":"\/\/www.g005e.com\/2015\/07\/24\/enhancing-client-financial-health-through-collaborative-services\/","title":{"rendered":"enhancing client financial health through collaborative services"},"content":{"rendered":"
clients benefit when cpas and investment advisors work together.<\/span><\/strong><\/p>\n by martin e. levine, chfc, cpa, mba even if the client isn\u2019t always right, helping clients understand and make the best financial decisions is always the right course of action.\u00a0 <\/span><\/p>\n cpas understand the implications of financial decisions and strive to advise clients in ways that improve their financial well-being.\u00a0 however, clients frequently have multiple \u2013 sometimes conflicting \u2013 financial goals, and use other financial professionals, including financial advisors, attorneys and business consultants, to achieve them.\u00a0 <\/span> read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":" clients benefit when cpas and investment advisors work together.<\/span><\/strong><\/p>\n by martin e. levine, chfc, cpa, mba even if the client isn\u2019t always right, helping clients understand and make the best financial decisions is always the right course of action.\u00a0 <\/span><\/p>\n cpas understand the implications of financial decisions and strive to advise clients in ways that improve their financial well-being.\u00a0 however, clients frequently have multiple \u2013 sometimes conflicting \u2013 financial goals, and use other financial professionals, including financial advisors, attorneys and business consultants, to achieve them.\u00a0 <\/span> read more →<\/a><\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1905,5,3120],"tags":[99,700,53,936],"class_list":["post-42192","post","type-post","status-publish","format-standard","hentry","category-clients-and-service","category-outlook","category-pro-member-exclusive","tag-client","tag-client-service","tag-pfp","tag-service","membership-content","access-restricted"],"acf":[],"yoast_head":"\n
\n<\/i><\/span>4thought financial group, inc<\/a>.<\/i><\/span>\u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/span><\/p>\n
\n<\/i><\/span>4thought financial group, inc<\/a>.<\/i><\/span>\u00a0 \u00a0 \u00a0 \u00a0\u00a0<\/span><\/p>\n