Using Detailed Meeting Checklists to Drive Referral Growth
CFO News Room
NOVEMBER 22, 2022
Not go out of our lane, like do tax returns, but having intimate knowledge of taxes, having intimate knowledge of estate planning, and put it all together. And that was very hard to do because when you’re running a Fortune 100 company, the compliance is to the lowest common denominator. I thrive from. Matthew: Yeah.
130 
Let's personalize your content