Episode 3 – Audits Don’t Need to Be Scary

The Truth About Wealth

English - March 27, 2019 09:00 - 28 minutes - 47.3 MB - ★★★★★ - 14 ratings
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Previous Episode: Episode 2 – Copper Beech is a Family Office

Next Episode: Episode 4 – 10 Eye-Opening Questions to Protect Your Wealth: Part 1

When you hear “finance” and “audit” in the same sentence, you might feel your stomach flip. But fear not. Copper Beech Financial Group’s audit process is a very positive tool that can be used to determine the next steps in a client’s wealth journey. In this episode, you will learn: About the steps of the …