What's the total spending on tax and business services? And what's the untapped potential -- in your neighborhood?
How many households within a 20-minute drive are working with a CPA? Or with a financial advisor? And how many aren't?
SHARE OF PIE
In your neighborhood, how do your fees compare? How many neighborhood households have a retirement plan -- and how many do not?
What are shared traits of your neighbors? And what sets them apart?