Perry Jeffries III: Financial Planning and Retirement Planning

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Grow My Accounting Practice | Tips for Accountants & Bookkeepers to Grow Their Business

Business


Show Summary Perry Jeffries shares in this episode how he has been able to grow his book of business leveraging the Profit First methodology (Financial Planning using Profit First). He believes that the Profit First Methodology is an absolute necessity for minority businesses. Perry is not an accounting professional. He is an Investment Advisor (Series 66, Life Insurance and Annuities, and CRPC and CPFA Designation). He shares why a Financial Advisor became a Profit First Professional.   Website: www.perryjeffries.com