David Peters Financial
Accountable Blog for Pros - 6/25/2023
Social Security is a topic many practitioners struggle with. How can we be more helpful to our retiree and pre-retiree clients?
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David Peters Financial
- Feb 20
- 5 min
Tax Legislation Providing Inflation Relief is Coming - But Not Until Next Filing Season
Is tax relief for inflation coming? It is - but not until next year!
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David Peters Financial
- Dec 25, 2022
- 6 min
Making Higher Value Clients a Priority: A Client Scoring Framework for Financial Services Profession
If we all agree that high value clients are best, then what makes a high value client?
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David Peters Financial
- Nov 12, 2022
- 5 min
Acountable: Blog for CFOs - 11/14/2022
When leadership changes, is there any way to prevent employees from polishing up their resumes?
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David Peters Financial
- Oct 17, 2022
- 6 min
Accountable: Blog for CFOs - 10/17/2022
Not a tech person? That's okay! When you are building a website, you just need to think about usability and online presence.
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David Peters Financial
- Sep 18, 2022
- 7 min
Accountable: Blog for CFOs - 9/19/2022
Everyone has those few bad clients. Is there anything we can do about them?
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David Peters Financial
- Sep 13, 2022
- 0 min
Accountable: Cyber Liability Insurance
In this episode of Accountable, Dave discusses cyber liability insurance!
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David Peters Financial
- Jan 3, 2022
- 0 min
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Evan Douglas Peters
- Nov 3, 2021
- 0 min
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David Peters Financial
- Aug 23, 2021
- 1 min
Accountable: Hiring During the Great Resignation, w/ TalentSource360 Managing Partner Corey Edmonds
Check out the newest episode of Dave's podcast, Accountable!
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