Latest / Transforming: Tales of Business Evolution
Multiple Service Offerings from One Small Firm
David Peters, CPA, CFP is the Founder and Owner of Richmond, VA-based David Peters Financial Group. Hear how David and his firm's multiple service offerings has developed closer and more meaningful client relationships.
PCPS resources mentioned in this episode:
From Administrative Assistant to COO
Manager Moving up to Partner
To learn more about PCPS, sign up for a free web tour.
To learn more about David, please visit David Peters Financial Group.
The skinny
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