How To Accelerate Client Growth As An Advice-Only Firm
CFO News Room
NOVEMBER 1, 2022
So, she can actually assign her email to me in Help Scout, and put a little note at the top and say, “Is this a person that I should offer a consult to or do they need another professional?” ” And then I can just write back another note and say, “No, it sounds like more they’re looking for a tax attorney.
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