How To Accelerate Client Growth As An Advice-Only Firm
CFO News Room
NOVEMBER 1, 2022
And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients. Michael: So, you gather the data, clients upload all their various stuff, you get some the budgeting stuff sorted out. Mindy: Yeah. Mindy: Yeah.
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