Weekend Reading For Financial Planners (Dec 17-18) 2022
CFO News Room
DECEMBER 17, 2022
How firms can best leverage their internal data to improve the number of client referrals they receive. First, it is important for firm owners to create a regularly scheduled process to reassess fees and communicate them to their clients. And while Buffett was naturally gifted in math, he was initially scared of public speaking.
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