Mar 13 in Business - Processes
Advisory Review Meeting via email
Has anyone completed an advisory review via email (ex: for clients who don’t respond)? If so, do you have a template that you use and could share?
0
1 comment
Advisory Review Meeting via email
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Leaderboard (30-day)
1
+11
2
+4
3
+4
4
+4
5
+3
powered by