Becoming a Wealth Transfer Specialist : A proven holistic model for financial, tax and legal advisors to expand their family business practice Buy on Amazon
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Becoming a Wealth Transfer Specialist : A proven holistic model for financial, tax and legal advisors to expand their family business practice

Publisher AdvisorWorks
16.95 USD

Available for download now

Book Details
Author(s) Karl Bareither CLU
Publisher AdvisorWorks
ISBN / ASIN B0000CDPQ7
ISBN-13 978B0000CDPQ2
Availability Available for download now
Sales Rank #12,722,237
Marketplace United States 🇺🇸
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Description
Karl Bareither has developed a unique wealth transfer system, called the FBR system, that minimizes the IRS role, strengthens fmaily relationships, and maximizes business profitability. The FBR system is a comprehensive, holistic planning model and resolution process that establishes family harmony and business success. Karl brings over 30 years in private practice and eduction, including public speaking and training seminars in the FBR system.
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