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Everyone dreads dealing with an underperforming employeebut the longer you put off terminating an ineffective sales assistant, the greater the risk to your practice. Take action swiftly and appropriately using this five-step approach.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024