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. In fact, we probably would have been much more profitable. Author: Michael Kitces. Team Kitces. And we’re just only going to hope that we get those.
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