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3min chapter
Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]
The Perfect RIA
Streamlining Fee Billing for Business Success
This chapter emphasizes the critical need for current agreements in business transactions, especially in sales and credit contexts. It advocates for the use of specialized fee billing systems over Excel to improve efficiency, compliance, and overall business performance.
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