Tag Archives: vet

The Art of Referring: Introducing Qualified Professional Advisors

This week’s post and linked full article are by John W. Braine, Partner, CFO Edge, LLC. Los Angeles and Southern California professional advisors realize both the importance of referrals and that making referrals isn’t something that should be taken lightly. … Continue reading

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How to Help Your Clients Vet New Clients of Their Own

This week’s post and linked full article are by William K. Thorpe, Partner, CFO Edge, LLC. With the rebounding economy, many Los Angeles and Southern California businesses are bringing in new customers. But an important question needs to be asked: … Continue reading

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