Manage episode 281760952 series 2851724
Expectations are crucial to any relationship, whether it's making them, meeting them, or exceeding them.
This is true for your financial adviser, your accountant, and even you as the customer.
Communication is key to setting reasonable expectations in any relationship. In our first episode, Richard Oring explains what to expect from your accountant and your adviser - and what they should expect from you.
Call Richard: 609-924-2049 x126