2min chapter

Financial Advisor Success cover image

Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation With Jim Dew

Financial Advisor Success

CHAPTER

How to Manage Your Monday Board

Every client has a Monday board. We have all the projects listed out. That way we can easily look and see where we are on different projects for that client. By clicking a button, it will send notifications to different people. And when you finish one, it automatically pings the right people to go to step two.

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