Colin Dunn
Co-founder
November 8, 2021
25
min read

Shannon and I were invited to do a podcast by the AICPA recently. The title of the podcast is Designing your Business around your Ideal Client. It’s 25 minutes long and the core audience is CPA firms offering personal financial planning services.

You’re welcome to listen in here: https://pfplanning.libsyn.com/designing-your-business-around-your-ideal-client-pfp-section

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