How To Accelerate Client Growth As An Advice-Only Firm
CFO News Room
NOVEMBER 1, 2022
Michael: So just literally, client’s got an expenditure from such and such restaurant, you tag that as, that’s a restaurants thing. ” So, they’re like, “Oh, I want to pick your brain. I want to sit down with you and pick your brain.” It’s this monster file that we keep adding on to.
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