How To Accelerate Client Growth As An Advice-Only Firm
CFO News Room
NOVEMBER 1, 2022
And so, imagine that… So right now, I’m actually booking for February 2023, my schedule. ” So it’s Sandy’s and Sofia’s job to… And we have workflows established in Wealthbox to start all of this and remind everybody. ” And so it’s their job to get all of that data for us.
Let's personalize your content