Finish 2021 Strong: Time to Focus on End-of-Year Planning and Client Events
Sep 9, 2021
By Devin Kropp
September Marketing Meeting: As fall kicks in, it’s time to plan for ending the year super strong. What will your holiday client events look like this year? And have you considered using the “Last-Chance Financial Planning Checklist” to position yourself as your clients’ personal CFO?
Horsesmouth Associate Editor