Becoming a Wealth Transfer Specialist : A proven holistic model for financial, tax and legal advisors to expand their family business practice
Book Details
Author(s)Karl Bareither CLU
PublisherAdvisorWorks
ISBN / ASINB0000CDPQ7
ISBN-13978B0000CDPQ2
AvailabilityAvailable for download now
Sales Rank12,722,237
MarketplaceUnited States 🇺🇸
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.
