RIA Operators
Log In
Community
Classroom
Calendar
Members
Leaderboards
About
Log In
3
Lauren Linn
Dec '23 in
Questions
Opportunity Naming Conventions
How does everyone name their opportunities? Are you naming them with the Clients name? Do you have a format, Last Name, First Name?? Please share. Thank you.
Like
1
7 comments
3
Opportunity Naming Conventions
RIA Operators
skool.com/ria-os
Welcome!
👨👨👧👦 Network
🧠 Get advice
💻 Learn new tech
📈 Grow
Start here
RIA OS Overview
780
Members
1
Online
4
Admins
JOIN GROUP
Leaderboard (30-day)
1
Joe Moss
🔥
+21
2
Jessica Jones
+8
3
Brian Quaranta
+8
4
Jennifer Ober
+4
5
Eron Reyes
+4
See all leaderboards
powered by