Accounting ARC Podcast: Pricing the Story of a Business
What is a business really worth when the numbers only tell part of the story?
READ MORE
Just Tell Me What I Need to Know
An Excerpt from Chapter 1 of Building Connections: Practical Ways that Financial Professionals Can Build Relationships and Communicate with Clients Author: David R. Peters, CPA, CFP, CLU, CPCU This article originally ...
READ MORE
Far From Fluff: Why We Need to Talk About Branding at Spring Splash
Author: David R. Peters, CPA, CFP, CLU, CPCU This article originally appeared in the Spring 2025 issue of the South Carolina CPA Report “I don’t do fluff stuff.” I can’t tell you ...
READ MORE
Connect First. Give Advice Second.
Author: David R. Peters, CPA, CFP, CLU, CPCU This article originally appeared in the Winter 2025 issue of the South Carolina CPA Report Part of what gets in the way of connecting ...
READ MORE
An Excerpt from “Building Connections: Practical Ways that Financial Professionals Can Connect and Communicate with Clients”
Author: David R. Peters, CPA, CFP, CLU, CPCU This article originally appeared in the Fall 2024 issue of the South Carolina CPA Report Building on the Foundation As we discussed earlier ...
READ MORE
Creating a Culture that Resists the Recruiter Call
Author: David R. Peters, CPA, CFP, CLU, CPCUThis article originally appeared in the Summer 2024 issue of the South Carolina CPA Report Lately, I cannot go a day without hearing ...
READ MORE
