Using Detailed Meeting Checklists to Drive Referral Growth
CFO News Room
NOVEMBER 22, 2022
And so, a lot of our processes now are more of a CFO’s perspective, where we’re reporting to clients when they want to be reported to. So, we have an internal centralized financial planning team, they are doing all the eMoney plans, all the portfolio manager. We want to save your time, not waste your time.
130 
Let's personalize your content