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In this episode, I walk through the most common mistakes firms make when proposing and onboarding new clients. You’ll see how to fix messy first months, price cleanup work correctly, and build proposal tiers that double profitability without burning out your team.
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Financial Cents: https://financial-cents.com/
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💻 Join Workflow Con, the free virtual conference from Financial Cents on December 12–13 built to help firm owners clear the chaos and find their calm: https://workflowcon.com/
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