Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Financial Advisor Success
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What Happens With the End Meetings?
We actually do an annual check list for all our clients. We provide them with a calendar of what order we're going to b building things. And then at the very very end we do et a check list or a check up. So it's really kind of giving them a summary of all the actions steps they took throughout the course of the year and what we need to still continue to work on in the future.
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