Using Detailed Meeting Checklists to Drive Referral Growth
CFO News Room
NOVEMBER 22, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. And really, the adversity and the problem solving is something I really…I don’t shy away from. Author: Michael Kitces. Team Kitces.
Let's personalize your content