How To Accelerate Client Growth As An Advice-Only Firm
CFO News Room
NOVEMBER 1, 2022
So, we actually do…we’ve added gender identity. Michael: So just literally, client’s got an expenditure from such and such restaurant, you tag that as, that’s a restaurants thing. Where was the gap? Michael: So what information are you gathering on the intake form to figure this out? Mindy: Yeah.
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