How To Accelerate Client Growth As An Advice-Only Firm
CFO News Room
NOVEMBER 1, 2022
They pay a deposit, they sign a contract. If they get the green checkmark from Erika, then Erika reaches out to say, “Hey, we’d love to schedule with you?” An advisory agreement and a deposit that they need to pay. How do you handle deposits? How much of a deposit do they have to pay? Mindy: Yeah.
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