How To Accelerate Client Growth As An Advice-Only Firm
CFO News Room
NOVEMBER 1, 2022
But it’s their job to initiate that outreach and say, “Hey, it’s about three weeks before your meeting. Michael: So just literally, client’s got an expenditure from such and such restaurant, you tag that as, that’s a restaurants thing. We’d love to start getting data. Michael: Interesting.
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