Offering assurance on a client’s financial position is the foundation of an Accounts business model. The Accounting profession offers various levels of assurance from an Audited financial statement, Reviewed or Compilation. After going through their defined process, Accounts offer an opinion whether the financial statements are accurate and free of material misstatements. The Accountants work…
Tag: Coaching
TEAMing with Attorney’s To Drive Insurance Sales
Of all the “business professionals” (i.e. attorney’s, accountant’s, banker’s, realtor’s, environmental engineers) we are highlighting in the ERMI TEAMing with “Business Professionals” series, attorneys represent the lowest hanging fruit for insurance professionals to TEAM with. There are several reasons for this which we will cover in this competitive environmental intelligence but mainly, attorneys tend to…