Using Detailed Meeting Checklists to Drive Referral Growth
CFO News Room
NOVEMBER 22, 2022
Michael: So, it sounds like part of the challenge was, you live in a large company environment where, as is common for a lot of them, they organized study groups of top advisors, of top producers, of those that are doing well and growing well, and driving the business profitably. ” It’s constant communication through the year.
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