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The Importance of Learning and Adaptation

What does it take to be an accountant? More than you would think. According to Don Fritz, CPA and shareholder with VonLehman, accountants must understand technology, international finance and global politics to be able to serve their clients.
Wed, Feb 11, 2015

Putting Quality and Quantity Together

Probing questions during the client interview process, about both qualitative and quantitative data, help Wealth Dimensions advisors deepen their understanding of your needs.
Wed, Feb 04, 2015