Accounting and Finance

Beyond the Numbers | Supercharge Client Financial Strategies

August 22, 2024
About this webinar

Join LiveFlow's co-founder & COO, Anita Koimur for a conversation with Lynda Artesani of Artesani Accounting Services and Sarah Prevost of Mintage labs.

What we cover:

✅ What drove Lynda & Sarah to create The Proper Trust?

✅ How can your partner eco-system be uniquely valuable for your clients?

✅ Key insights learned from introducing a full-scope advisory approach for clients.

✅ Best practices in building your advisory ecosystem.

Go Beyond the Numbers!

About our guest
Lynda Artessani and Sarah Prevost
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