How To Accelerate Client Growth As An Advice-Only Firm
CFO News Room
NOVEMBER 1, 2022
Sometimes we do group casework calls if I’m bringing a new planner in. Michael: So just literally, client’s got an expenditure from such and such restaurant, you tag that as, that’s a restaurants thing. I didn’t have to pull off that prestige image or come off as that super slick asset manager.
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