Remove Budgeting Remove Financial Modeling Remove Math Remove Prioritization
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How To Accelerate Client Growth As An Advice-Only Firm

CFO News Room

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. Mindy: I mean, a lot of times they’ll say stuff like, “Time to prioritize this.” What kind of responses do you get? Mindy: Yeah.

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