Using Detailed Meeting Checklists to Drive Referral Growth
CFO News Room
NOVEMBER 22, 2022
So, we have an internal centralized financial planning team, they are doing all the eMoney plans, all the portfolio manager. All of the tax planning, and all of the behind-the-scenes work. Matthew: That goes to the financial planning team to get it high level. Matthew: Yeah. We use Orion as a technology.
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