Multiple Service Offerings from One Small Firm
Released Thursday, 18th February 2021
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David Peters, CPA, CFP is the Founder and Owner of Richmond, VA-based David Peters Financial Group. Hear how David and his firm’s multiple service offerings has developed closer and more meaningful client relationships.
PCPS resources mentioned in this episode:
To learn more about PCPS, sign up for a free web tour.
To learn more about David, please visit David Peters Financial Group.
PCPS resources mentioned in this episode:
To learn more about PCPS, sign up for a free web tour.
To learn more about David, please visit David Peters Financial Group.
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Small Firm Philosophy
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Moderator Stats
ID
85009855
Visibility
visible
Podcast ID
726101
Episode Details
Length
32m 1s
Explicit
No
Episode Type
Full
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