Remove Auditing Remove Education Remove Problem Solving Remove Tax Planning
article thumbnail

Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

And really, the adversity and the problem solving is something I really…I don’t shy away from. But then during what are we actually doing for clients, and we’re going… I view things as retirement planning, education planning, general tax, budget cash flow. I thrive from.

Planning 130