Follow Up Friday – Client Graduation
Three action items to help ensure you only serve your ideal clients.
Recommended Podcast
Encore Episode: How Are You Accountable When You Make a Client Mistake?
Handling mistakes and transparency with clients.
See More
Navigating Client Mistakes: A Guide for Advisors [Episodes 316]
Mistakes happened, now what?
See More
Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin
elements that can make or break a potential sale
See More