Principal Andrew Paoni shared with Accounting Today how his team is constantly refining internal processes to spend more time in meaningful conversations with clients, rather than on administrative tasks. He cites that one of the largest challenges CPA financial planners face is maintaining operational efficiency while continuing to deliver highly personalized service.
Read the full article: https://www.accountingtoday.com/news/the-2026-wealth-magnets-the-challenges-of-growth
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