1. What is the primary advantage of integrating financial planning, accounting, and debt advisory in a single practice?
2. What strategy does Jake Reus's practice use to engage the next generation of clients?
3. Why does Jake Reus prefer remaining under a licensee rather than self-licensing?
4. What is the primary reason for staff retention challenges in Jake’s practice?
5. How does the practice ensure a seamless transition for intergenerational wealth transfer?