Best Practices for Onboarding New Clients

Best Practices for Onboarding New Clients

Let’s say you’re buying a new smartphone. You initially go to a big box retailer and find 20 different options with various features, and there’s nobody there to help explain them to you or help you make a decision. So you leave and go to a store that specializes in...

How Are You and Your Team Spending Your Time?

What part of your job is taking up the most time? How much time are you dedicating to growing your firm? How about client relationships? Find the answers now!
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